+130.0%
CVX vs ADBE
-63.1%
+193.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.5% |
| 7D | +3.4% | +1.6% | +1.8% | +3.3% |
| 30D | -1.0% | +1.0% | -2.0% | -1.1% |
| 3M | +12.2% | -10.1% | +22.3% | +13.1% |
| 6M | +20.3% | +3.0% | +17.4% | +19.4% |
| YTD | +48.3% | -30.5% | +78.9% | +52.7% |
| 1Y | +46.9% | -27.1% | +74.0% | +50.4% |
| 3Y | +73.1% | -58.8% | +131.9% | +85.2% |
| All | +130.0% | -63.1% | +193.1% | +128.1% |
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