+11.8%
CRM vs ADBE
-55.1%
+67.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.6% | +1.1% |
| 7D | -4.4% | -5.4% | +0.9% | -0.9% |
| 30D | +28.1% | -2.5% | +30.7% | +31.0% |
| 3M | +48.8% | +15.3% | +33.5% | +36.8% |
| 6M | +28.3% | -7.8% | +36.1% | +34.8% |
| YTD | -6.0% | -27.9% | +21.9% | +12.7% |
| 1Y | +1.4% | -28.0% | +29.5% | +21.4% |
| 3Y | +11.8% | -55.3% | +67.2% | +56.8% |
| All | +11.8% | -55.1% | +67.0% | +56.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling