+4,701.0%
ADBE vs CSGP
+3,461.1%
+1,239.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.3% |
| 7D | -0.7% | +13.9% | -14.6% | -4.9% |
| 30D | +3.5% | +16.0% | -12.5% | -1.9% |
| 3M | -5.0% | +6.1% | -11.1% | -7.4% |
| 6M | -3.6% | -8.2% | +4.6% | -1.8% |
| YTD | -29.6% | -52.3% | +22.7% | -12.8% |
| 1Y | -26.6% | -54.5% | +27.9% | -7.7% |
| 3Y | -56.3% | -58.6% | +2.3% | -44.9% |
| 5Y | -62.8% | -61.5% | -1.3% | -52.5% |
| 10Y | +132.1% | +74.7% | +57.4% | +92.3% |
| All | +4,701.0% | +3,461.1% | +1,239.9% | +1,556.8% |
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