+1,157.1%
CAT vs ADBE
+152.4%
+1,004.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | +2.9% | -8.9% | +11.8% | +4.7% |
| 30D | -2.6% | -6.6% | +4.0% | -1.6% |
| 3M | -10.7% | +7.1% | -17.8% | -13.1% |
| 6M | +16.1% | -9.8% | +25.9% | +16.7% |
| YTD | +43.2% | -27.2% | +70.4% | +51.3% |
| 1Y | +96.8% | -28.0% | +124.8% | +107.4% |
| 3Y | +201.4% | -54.5% | +255.9% | +249.1% |
| 5Y | +332.7% | -61.5% | +394.2% | +408.4% |
| 10Y | +1,157.1% | +156.4% | +1,000.7% | +672.6% |
| All | +1,157.1% | +152.4% | +1,004.7% | +672.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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