+156.4%
ADBE vs COO
+36.7%
+119.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.2% | +5.3% | +2.2% |
| 7D | -8.9% | -9.0% | +0.1% | -4.5% |
| 30D | -6.6% | -16.8% | +10.2% | +2.5% |
| 3M | +7.1% | -7.5% | +14.6% | +11.4% |
| 6M | -9.8% | -16.3% | +6.5% | -1.8% |
| YTD | -27.2% | -22.5% | -4.6% | -17.6% |
| 1Y | -28.0% | -7.0% | -21.0% | -26.3% |
| 3Y | -54.5% | -27.5% | -27.1% | -49.8% |
| 5Y | -61.5% | -43.3% | -18.2% | -51.5% |
| 10Y | +156.4% | +37.6% | +118.9% | +95.6% |
| All | +156.4% | +36.7% | +119.7% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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