+40.7%
ABBV vs O
+8.1%
+32.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.0% | +0.1% | +1.6% |
| 7D | +3.1% | +5.8% | -2.7% | +0.3% |
| 30D | +11.6% | +10.7% | +1.0% | +6.1% |
| 3M | +21.7% | -4.5% | +26.2% | +24.9% |
| 6M | +43.5% | -4.1% | +47.6% | +46.6% |
| YTD | +32.9% | +9.8% | +23.1% | +34.5% |
| 1Y | +40.7% | +11.3% | +29.3% | +40.2% |
| All | +40.7% | +8.1% | +32.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 1y: compounded portfolio wealth divided by compounded O 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…
1y analysis · Full analysis span regression · 6 months rolling