+988.3%
XLE vs ADBE
+4,399.0%
-3,410.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.6% |
| 7D | -12.0% | -4.4% | -7.6% | -11.2% |
| 30D | -2.7% | +2.8% | -5.6% | -3.5% |
| 3M | +6.6% | -8.0% | +14.6% | +7.8% |
| 6M | +9.5% | -4.3% | +13.9% | +9.1% |
| YTD | +40.6% | -31.6% | +72.2% | +48.9% |
| 1Y | +43.6% | -26.9% | +70.5% | +49.9% |
| 3Y | +58.1% | -57.7% | +115.8% | +80.2% |
| 5Y | +152.2% | -63.9% | +216.1% | +188.0% |
| 10Y | +172.9% | +125.3% | +47.6% | +106.9% |
| All | +988.3% | +4,399.0% | -3,410.7% | +382.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling