+19,870.7%
ADBE vs EXC
+2,466.8%
+17,404.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | -5.6% | -1.7% | -3.9% | -5.0% |
| 30D | -2.0% | +9.3% | -11.4% | -5.1% |
| 3M | -10.5% | +1.0% | -11.6% | -11.0% |
| 6M | -6.2% | +5.9% | -12.2% | -8.5% |
| YTD | -32.2% | +7.6% | -39.8% | -34.5% |
| 1Y | -27.4% | +2.4% | -29.8% | -28.7% |
| 3Y | -58.9% | +30.2% | -89.2% | -63.7% |
| 5Y | -64.5% | +41.4% | -105.8% | -69.7% |
| 10Y | +120.0% | +183.8% | -63.7% | +42.2% |
| All | +19,870.7% | +2,466.8% | +17,404.0% | +4,131.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling