+257.2%
XOM vs ADBE
-62.0%
+319.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.4% |
| 7D | +4.1% | -5.4% | +9.4% | +4.5% |
| 30D | +4.6% | -2.5% | +7.1% | +4.7% |
| 3M | +14.0% | +15.3% | -1.3% | +12.5% |
| 6M | +11.0% | -7.8% | +18.8% | +11.2% |
| YTD | +40.7% | -27.9% | +68.6% | +43.7% |
| 1Y | +52.3% | -28.0% | +80.4% | +55.4% |
| 3Y | +60.5% | -55.3% | +115.8% | +67.9% |
| All | +257.2% | -62.0% | +319.2% | +251.9% |
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 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