-61.5%
ADBE vs CG
+5.5%
-67.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | +0.6% |
| 7D | -8.9% | -6.4% | -2.5% | -6.5% |
| 30D | -6.6% | -7.1% | +0.4% | -4.0% |
| 3M | +7.1% | -1.6% | +8.7% | +7.1% |
| 6M | -9.8% | -8.3% | -1.4% | -7.8% |
| YTD | -27.2% | -23.8% | -3.4% | -20.3% |
| 1Y | -28.0% | -28.7% | +0.7% | -19.5% |
| 3Y | -54.5% | +49.2% | -103.7% | -66.4% |
| 5Y | -61.5% | +5.5% | -67.0% | -66.0% |
| All | -61.5% | +5.5% | -67.0% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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