-58.9%
ADBE vs EXC
+28.9%
-87.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -5.6% | -1.7% | -3.9% | -5.6% |
| 30D | -2.0% | +9.3% | -11.4% | -2.0% |
| 3M | -10.5% | +1.0% | -11.6% | -10.6% |
| 6M | -6.2% | +5.9% | -12.2% | -6.0% |
| YTD | -32.2% | +7.6% | -39.8% | -32.1% |
| 1Y | -27.4% | +2.4% | -29.8% | -27.3% |
| 3Y | -58.9% | +30.2% | -89.2% | -57.1% |
| All | -58.9% | +28.9% | -87.8% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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