+218.0%
XLE vs ADBE
-60.1%
+278.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.9% | -0.2% |
| 7D | +2.2% | -8.6% | +10.8% | +3.1% |
| 30D | +11.8% | +2.8% | +9.0% | +11.3% |
| 3M | +9.8% | +3.1% | +6.7% | +9.1% |
| 6M | +15.6% | -2.4% | +18.0% | +15.3% |
| YTD | +45.3% | -23.9% | +69.1% | +49.2% |
| 1Y | +48.3% | -22.6% | +70.9% | +51.7% |
| 3Y | +55.4% | -52.7% | +108.1% | +65.6% |
| All | +218.0% | -60.1% | +278.1% | +218.7% |
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