+148.0%
ADBE vs CPB
-45.5%
+193.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.9% | -1.8% |
| 7D | -12.9% | -5.4% | -7.5% | -12.2% |
| 30D | -5.6% | -7.8% | +2.2% | -4.6% |
| 3M | +6.6% | -6.9% | +13.6% | +7.6% |
| 6M | -9.6% | -12.2% | +2.6% | -8.2% |
| YTD | -28.9% | -21.1% | -7.8% | -27.1% |
| 1Y | -28.9% | -33.5% | +4.6% | -25.8% |
| 3Y | -55.6% | -43.2% | -12.4% | -53.4% |
| 5Y | -62.2% | -40.9% | -21.3% | -61.0% |
| All | +148.0% | -45.5% | +193.5% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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