+326.0%
CAT vs ADBE
-60.1%
+386.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.7% | +8.5% | +2.3% |
| 7D | +1.7% | -8.6% | +10.3% | +2.5% |
| 30D | -6.6% | +2.8% | -9.3% | -6.9% |
| 3M | -13.3% | +3.1% | -16.4% | -13.6% |
| 6M | +11.6% | -2.4% | +14.0% | +11.6% |
| YTD | +42.9% | -23.9% | +66.8% | +49.1% |
| 1Y | +95.4% | -22.6% | +118.0% | +102.4% |
| 3Y | +196.6% | -52.7% | +249.3% | +229.7% |
| All | +326.0% | -60.1% | +386.1% | +331.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling