+181.3%
XLE vs ADBE
+152.4%
+28.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.0% |
| 7D | +0.3% | -8.9% | +9.2% | +2.1% |
| 30D | +8.5% | -6.6% | +15.2% | +9.7% |
| 3M | +14.6% | +7.1% | +7.5% | +12.2% |
| 6M | +17.6% | -9.8% | +27.3% | +18.7% |
| YTD | +48.1% | -27.2% | +75.3% | +56.1% |
| 1Y | +53.8% | -28.0% | +81.8% | +62.1% |
| 3Y | +56.2% | -54.5% | +110.7% | +77.1% |
| 5Y | +227.7% | -61.5% | +289.2% | +275.9% |
| 10Y | +181.3% | +156.4% | +24.9% | +94.4% |
| All | +181.3% | +152.4% | +28.9% | +94.4% |
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 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