+1,533.3%
LITE vs ADBE
+124.8%
+1,408.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.8% | +11.5% | +11.0% |
| 7D | -12.9% | -5.6% | -7.3% | -11.0% |
| 30D | -46.0% | -2.0% | -43.9% | -46.1% |
| 3M | -33.0% | -10.5% | -22.5% | -32.2% |
| 6M | -34.0% | -6.2% | -27.8% | -37.4% |
| YTD | +61.7% | -32.2% | +93.9% | +77.4% |
| 1Y | +148.3% | -27.4% | +175.7% | +161.2% |
| 3Y | +1,408.5% | -58.9% | +1,467.4% | +1,991.9% |
| 5Y | +546.2% | -64.5% | +610.6% | +835.7% |
| 10Y | +1,533.3% | +120.0% | +1,413.3% | +406.3% |
| All | +1,533.3% | +124.8% | +1,408.5% | +406.3% |
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