+251.6%
ORCL vs ADBE
+124.8%
+126.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.5% |
| 7D | +0.5% | -5.6% | +6.1% | +2.6% |
| 30D | -15.3% | -2.0% | -13.2% | -15.0% |
| 3M | -18.2% | -10.5% | -7.7% | -15.7% |
| 6M | -38.4% | -6.2% | -32.2% | -38.3% |
| YTD | -37.7% | -32.2% | -5.5% | -29.6% |
| 1Y | -49.3% | -27.4% | -21.8% | -44.4% |
| 3Y | +10.6% | -58.9% | +69.5% | +46.3% |
| 5Y | +35.5% | -64.5% | +100.0% | +83.6% |
| 10Y | +251.6% | +120.0% | +131.6% | +120.6% |
| All | +251.6% | +124.8% | +126.8% | +120.6% |
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