+699.8%
ADBE vs CG
+351.2%
+348.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.1% | -6.2% |
| 7D | -8.6% | -4.3% | -4.3% | -7.1% |
| 30D | +2.8% | -5.1% | +7.9% | +4.6% |
| 3M | +3.1% | +8.7% | -5.5% | -0.5% |
| 6M | -2.4% | -9.2% | +6.8% | -0.2% |
| YTD | -23.9% | -18.9% | -5.0% | -19.3% |
| 1Y | -22.6% | -25.6% | +3.0% | -15.7% |
| 3Y | -52.7% | +57.3% | -110.0% | -62.9% |
| 5Y | -60.0% | +10.2% | -70.2% | -65.1% |
| 10Y | +157.3% | +364.2% | -206.9% | +42.2% |
| All | +699.8% | +351.2% | +348.7% | +350.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling