-58.8%
ADBE vs COST
+100.1%
-158.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.3% |
| 7D | +1.6% | +5.0% | -3.4% | -0.6% |
| 30D | +1.0% | +12.8% | -11.8% | -4.3% |
| 3M | -10.1% | +15.2% | -25.3% | -15.7% |
| 6M | +3.0% | +7.4% | -4.4% | -0.6% |
| YTD | -30.5% | +29.0% | -59.6% | -38.7% |
| 1Y | -27.1% | +20.3% | -47.4% | -33.5% |
| 3Y | -58.8% | +99.0% | -157.8% | -70.7% |
| All | -58.8% | +100.1% | -158.9% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 3y: compounded portfolio wealth divided by compounded COST 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…
3y analysis · Full analysis span regression · 6 months rolling