+156.4%
ADBE vs CI
+143.6%
+12.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.2% |
| 7D | -8.9% | -1.1% | -7.8% | -8.6% |
| 30D | -6.6% | +0.5% | -7.1% | -6.7% |
| 3M | +7.1% | -5.2% | +12.3% | +8.5% |
| 6M | -9.8% | +4.3% | -14.1% | -11.5% |
| YTD | -27.2% | +2.8% | -30.0% | -28.5% |
| 1Y | -28.0% | -5.8% | -22.2% | -28.1% |
| 3Y | -54.5% | +4.7% | -59.3% | -57.5% |
| 5Y | -61.5% | +42.7% | -104.2% | -68.5% |
| 10Y | +156.4% | +141.0% | +15.5% | +84.5% |
| All | +156.4% | +143.6% | +12.9% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling