+22.2%
LQD vs ADBE
+154.3%
-132.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | -1.1% | -5.4% | +4.3% | -0.8% |
| 30D | -1.3% | -2.5% | +1.2% | -1.2% |
| 3M | -3.2% | +15.3% | -18.5% | -4.2% |
| 6M | -2.1% | -7.8% | +5.7% | -2.0% |
| YTD | -2.4% | -27.9% | +25.6% | -0.8% |
| 1Y | -2.7% | -28.0% | +25.4% | -1.1% |
| 3Y | +14.2% | -55.3% | +69.5% | +18.6% |
| 5Y | -5.8% | -61.7% | +55.9% | -2.7% |
| All | +22.2% | +154.3% | -132.2% | +14.4% |
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 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