+1,568.0%
LITE vs ADBE
+129.1%
+1,438.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.8% |
| 7D | +22.6% | -3.2% | +25.8% | +24.0% |
| 30D | -36.8% | +1.0% | -37.7% | -37.7% |
| 3M | -33.0% | -7.8% | -25.2% | -32.8% |
| 6M | -37.1% | -1.0% | -36.1% | -41.8% |
| YTD | +69.5% | -31.8% | +101.3% | +85.6% |
| 1Y | +146.1% | -29.2% | +175.3% | +163.0% |
| 3Y | +1,440.8% | -60.1% | +1,500.9% | +2,076.5% |
| 5Y | +580.4% | -63.7% | +644.2% | +873.2% |
| All | +1,568.0% | +129.1% | +1,438.9% | +371.0% |
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 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