+13.8%
ORCL vs ADBE
-58.8%
+72.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.9% |
| 7D | +8.0% | +1.6% | +6.4% | +7.5% |
| 30D | -4.0% | +1.0% | -5.0% | -4.6% |
| 3M | -19.5% | -10.1% | -9.3% | -17.6% |
| 6M | -33.5% | +3.0% | -36.4% | -35.0% |
| YTD | -34.8% | -30.5% | -4.3% | -29.3% |
| 1Y | -41.6% | -27.1% | -14.5% | -37.6% |
| 3Y | +13.8% | -58.8% | +72.6% | +39.7% |
| All | +13.8% | -58.8% | +72.6% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling