-28.0%
ADBE vs CDE
+40.5%
-68.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.4% |
| 7D | -5.4% | -3.1% | -2.3% | -5.4% |
| 30D | -2.5% | +9.5% | -12.0% | -2.2% |
| 3M | +15.3% | +25.5% | -10.2% | +16.7% |
| 6M | -7.8% | -7.9% | +0.1% | -6.9% |
| YTD | -27.9% | +15.6% | -43.5% | -27.2% |
| 1Y | -28.0% | +34.0% | -62.1% | -29.1% |
| All | -28.0% | +40.5% | -68.6% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CDE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling