+156.4%
ADBE vs STZ
-13.0%
+169.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | -8.9% | -6.0% | -2.9% | -7.2% |
| 30D | -6.6% | -8.9% | +2.2% | -4.1% |
| 3M | +7.1% | -12.6% | +19.7% | +11.2% |
| 6M | -9.8% | -17.2% | +7.4% | -5.5% |
| YTD | -27.2% | -10.0% | -17.2% | -26.4% |
| 1Y | -28.0% | -14.3% | -13.7% | -26.3% |
| 3Y | -54.5% | -49.9% | -4.6% | -45.2% |
| 5Y | -61.5% | -38.2% | -23.2% | -57.1% |
| 10Y | +156.4% | -12.0% | +168.4% | +151.6% |
| All | +156.4% | -13.0% | +169.5% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling