+30.6%
ORCL vs ADBE
-64.1%
+94.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.8% |
| 7D | -11.2% | -4.4% | -6.8% | -9.9% |
| 30D | -18.8% | +2.8% | -21.6% | -20.0% |
| 3M | -18.8% | -8.0% | -10.7% | -17.3% |
| 6M | -39.7% | -4.3% | -35.4% | -39.9% |
| YTD | -39.6% | -31.6% | -8.0% | -32.7% |
| 1Y | -51.7% | -26.9% | -24.8% | -47.6% |
| 3Y | +10.2% | -57.7% | +67.9% | +41.2% |
| All | +30.6% | -64.1% | +94.7% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling