+54.7%
XLE vs ADBE
-51.9%
+106.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.9% | -0.4% |
| 7D | +2.2% | -8.6% | +10.8% | +2.8% |
| 30D | +11.8% | +2.8% | +9.0% | +11.5% |
| 3M | +9.8% | +3.1% | +6.7% | +9.5% |
| 6M | +15.6% | -2.4% | +18.0% | +15.5% |
| YTD | +45.3% | -23.9% | +69.1% | +48.1% |
| 1Y | +48.3% | -22.6% | +70.9% | +50.8% |
| All | +54.7% | -51.9% | +106.6% | +55.2% |
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