+275.4%
ORCL vs ADBE
+129.1%
+146.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +10.4% | -3.2% | +13.6% | +11.7% |
| 30D | -11.2% | +1.0% | -12.2% | -12.0% |
| 3M | -16.8% | -7.8% | -9.0% | -15.2% |
| 6M | -31.5% | -1.0% | -30.5% | -32.8% |
| YTD | -33.9% | -31.8% | -2.1% | -25.4% |
| 1Y | -43.3% | -29.2% | -14.0% | -37.1% |
| 3Y | +16.5% | -60.1% | +76.5% | +56.0% |
| 5Y | +45.4% | -63.7% | +109.1% | +95.5% |
| All | +275.4% | +129.1% | +146.3% | +119.6% |
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