-61.2%
ADBE vs RCL
+234.0%
-295.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -10.1% | -0.5% | -9.6% | -10.0% |
| 30D | -3.0% | -17.3% | +14.3% | +1.1% |
| 3M | +5.0% | -2.8% | +7.8% | +5.1% |
| 6M | -9.3% | -4.4% | -4.9% | -9.5% |
| YTD | -26.5% | -4.2% | -22.3% | -27.4% |
| 1Y | -28.3% | -23.4% | -4.9% | -25.4% |
| 3Y | -54.1% | +179.4% | -233.5% | -66.5% |
| 5Y | -61.2% | +238.8% | -300.0% | -74.8% |
| All | -61.2% | +234.0% | -295.2% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 5y: compounded portfolio wealth divided by compounded RCL 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…
5y analysis · Full analysis span regression · 6 months rolling