-62.2%
ADBE vs XPO
+257.8%
-320.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.1% |
| 7D | -12.9% | -1.3% | -11.6% | -12.7% |
| 30D | -5.6% | -10.4% | +4.7% | -3.1% |
| 3M | +6.6% | -15.7% | +22.3% | +10.8% |
| 6M | -9.6% | -6.3% | -3.2% | -9.4% |
| YTD | -28.9% | +34.2% | -63.1% | -36.9% |
| 1Y | -28.9% | +39.9% | -68.9% | -38.3% |
| 3Y | -55.6% | +155.2% | -210.8% | -70.9% |
| 5Y | -62.2% | +264.7% | -326.9% | -80.7% |
| All | -62.2% | +257.8% | -320.0% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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