+562.5%
LITE vs ADBE
-63.1%
+625.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.8% |
| 7D | +10.8% | +1.6% | +9.2% | +10.4% |
| 30D | -33.4% | +1.0% | -34.4% | -33.9% |
| 3M | -32.2% | -10.1% | -22.1% | -31.6% |
| 6M | -42.1% | +3.0% | -45.1% | -45.2% |
| YTD | +61.9% | -30.5% | +92.4% | +76.3% |
| 1Y | +163.0% | -27.1% | +190.1% | +179.4% |
| 3Y | +1,358.0% | -58.8% | +1,416.8% | +1,826.4% |
| All | +562.5% | -63.1% | +625.5% | +699.4% |
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