+53.8%
XLE vs ADBE
-29.7%
+83.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +0.8% |
| 7D | +0.3% | -8.9% | +9.2% | +0.4% |
| 30D | +8.5% | -6.6% | +15.2% | +8.6% |
| 3M | +14.6% | +7.1% | +7.5% | +14.6% |
| 6M | +17.6% | -9.8% | +27.3% | +16.9% |
| YTD | +48.1% | -27.2% | +75.3% | +47.7% |
| 1Y | +53.8% | -28.0% | +81.8% | +51.9% |
| All | +53.8% | -29.7% | +83.5% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling