+91.4%
ORCL vs ADBE
-60.1%
+151.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.7% | +9.8% | +5.4% |
| 7D | +5.3% | -8.6% | +13.8% | +8.4% |
| 30D | +10.0% | +2.8% | +7.2% | +8.6% |
| 3M | -32.6% | +3.1% | -35.7% | -34.0% |
| 6M | +4.9% | -2.4% | +7.4% | +4.6% |
| YTD | -17.8% | -23.9% | +6.1% | -11.0% |
| 1Y | -28.0% | -22.6% | -5.4% | -23.2% |
| 3Y | +36.0% | -52.7% | +88.7% | +68.5% |
| All | +91.4% | -60.1% | +151.5% | +138.6% |
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 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