+1,402.3%
LITE vs ADBE
+122.3%
+1,280.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.9% | +8.6% | +6.8% |
| 7D | -35.9% | -4.4% | -31.6% | -34.9% |
| 30D | -51.5% | +2.8% | -54.3% | -52.6% |
| 3M | -35.7% | -8.0% | -27.7% | -35.6% |
| 6M | -43.0% | -4.3% | -38.6% | -46.4% |
| YTD | +46.1% | -31.6% | +77.7% | +59.8% |
| 1Y | +124.7% | -26.9% | +151.6% | +135.9% |
| 3Y | +1,172.1% | -57.7% | +1,229.7% | +1,635.3% |
| 5Y | +477.0% | -63.9% | +540.9% | +728.5% |
| All | +1,402.3% | +122.3% | +1,280.1% | +377.1% |
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 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