+180.4%
ADBE vs XYZ
+615.2%
-434.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -2.5% |
| 7D | -10.1% | +2.9% | -12.9% | -10.9% |
| 30D | -3.0% | +1.4% | -4.4% | -3.5% |
| 3M | +5.0% | +14.6% | -9.6% | +0.5% |
| 6M | -9.3% | +20.8% | -30.1% | -14.9% |
| YTD | -26.5% | +23.1% | -49.6% | -32.0% |
| 1Y | -28.3% | +5.6% | -33.9% | -31.0% |
| 3Y | -54.1% | +50.9% | -105.0% | -63.2% |
| 5Y | -61.2% | -68.6% | +7.3% | -54.1% |
| 10Y | +152.5% | +580.0% | -427.5% | +40.3% |
| All | +180.4% | +615.2% | -434.8% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XYZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling