+149.9%
XLE vs ADBE
-64.1%
+214.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.3% |
| 7D | -12.0% | -4.4% | -7.6% | -11.6% |
| 30D | -2.7% | +2.8% | -5.6% | -3.2% |
| 3M | +6.6% | -8.0% | +14.6% | +7.2% |
| 6M | +9.5% | -4.3% | +13.9% | +9.3% |
| YTD | +40.6% | -31.6% | +72.2% | +45.9% |
| 1Y | +43.6% | -26.9% | +70.5% | +47.7% |
| 3Y | +58.1% | -57.7% | +115.8% | +70.9% |
| All | +149.9% | -64.1% | +214.0% | +155.4% |
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