+363.4%
ORCL vs ADBE
+150.3%
+213.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.5% | +5.8% | +3.7% |
| 7D | +15.0% | -10.1% | +25.1% | +19.4% |
| 30D | +10.5% | -3.0% | +13.5% | +11.4% |
| 3M | -23.0% | +5.0% | -28.0% | -25.6% |
| 6M | +7.0% | -9.3% | +16.3% | +9.5% |
| YTD | -15.8% | -26.5% | +10.7% | -6.9% |
| 1Y | -31.1% | -28.3% | -2.8% | -23.8% |
| 3Y | +33.3% | -54.1% | +87.4% | +70.3% |
| 5Y | +94.3% | -61.2% | +155.5% | +156.0% |
| 10Y | +363.4% | +152.5% | +210.9% | +176.1% |
| All | +363.4% | +150.3% | +213.1% | +176.1% |
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