+5,092.0%
ADBE vs CSGP
+3,334.4%
+1,757.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.4% | -4.3% | -6.0% |
| 7D | -8.6% | -4.1% | -4.5% | -7.3% |
| 30D | +2.8% | +2.3% | +0.5% | +1.9% |
| 3M | +3.1% | -8.2% | +11.3% | +5.8% |
| 6M | -2.4% | -35.1% | +32.6% | +11.5% |
| YTD | -23.9% | -54.0% | +30.2% | -3.9% |
| 1Y | -22.6% | -65.3% | +42.7% | +6.4% |
| 3Y | -52.7% | -62.6% | +9.9% | -38.1% |
| 5Y | -60.0% | -64.8% | +4.8% | -47.2% |
| 10Y | +157.3% | +45.1% | +112.2% | +125.9% |
| All | +5,092.0% | +3,334.4% | +1,757.6% | +1,724.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 all: compounded portfolio wealth divided by compounded CSGP 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…
all analysis · Full analysis span regression · 6 months rolling