+85.2%
ABBV vs CCL
+55.0%
+30.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.9% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | +1.1% | -20.0% | +21.1% | +2.0% |
| 3M | +12.3% | -13.7% | +26.0% | +12.8% |
| 6M | +9.8% | -9.0% | +18.8% | +9.8% |
| YTD | +11.5% | -22.8% | +34.3% | +12.0% |
| 1Y | +22.3% | -25.3% | +47.6% | +22.8% |
| 3Y | +85.2% | +54.1% | +31.1% | +78.2% |
| All | +85.2% | +55.0% | +30.2% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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