-27.3%
ADBE vs CI
-6.8%
-20.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.6% | -3.5% |
| 7D | -10.1% | -2.0% | -8.1% | -10.1% |
| 30D | -3.0% | -1.8% | -1.2% | -3.0% |
| 3M | +5.0% | -4.2% | +9.2% | +4.9% |
| 6M | -9.3% | +2.7% | -12.0% | -9.4% |
| YTD | -26.5% | +1.9% | -28.4% | -26.7% |
| All | -27.3% | -6.8% | -20.5% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling