-61.4%
ADBE vs CDE
+193.0%
-254.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.8% | -2.2% |
| 7D | -12.9% | -6.1% | -6.9% | -12.6% |
| 30D | -5.6% | +9.5% | -15.1% | -6.2% |
| 3M | +6.6% | +32.0% | -25.4% | +4.3% |
| 6M | -9.6% | -12.8% | +3.2% | -9.2% |
| YTD | -28.9% | +14.2% | -43.1% | -30.7% |
| 1Y | -28.9% | +36.3% | -65.2% | -32.4% |
| 3Y | -55.6% | +821.4% | -877.0% | -66.6% |
| All | -61.4% | +193.0% | -254.4% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling