-64.1%
ADBE vs RY
+122.0%
-186.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.3% |
| 7D | -4.4% | -0.9% | -3.5% | -4.0% |
| 30D | +2.8% | +5.9% | -3.1% | -0.2% |
| 3M | -8.0% | -4.3% | -3.8% | -6.3% |
| 6M | -4.3% | +12.1% | -16.5% | -11.2% |
| YTD | -31.6% | +20.3% | -51.9% | -39.4% |
| 1Y | -26.9% | +41.0% | -67.9% | -41.3% |
| 3Y | -57.7% | +157.5% | -215.2% | -77.4% |
| All | -64.1% | +122.0% | -186.1% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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