+504.9%
ABBV vs WCC
+541.6%
-36.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.5% |
| 7D | +0.3% | +1.5% | -1.3% | +0.1% |
| 30D | +3.4% | -2.1% | +5.5% | +3.4% |
| 3M | +15.2% | +3.8% | +11.4% | +14.3% |
| 6M | +14.7% | +35.0% | -20.3% | +10.5% |
| YTD | +15.2% | +46.4% | -31.2% | +9.8% |
| 1Y | +20.4% | +63.0% | -42.6% | +13.1% |
| 3Y | +91.3% | +133.9% | -42.6% | +68.7% |
| 5Y | +189.6% | +226.5% | -37.0% | +137.3% |
| All | +504.9% | +541.6% | -36.8% | +295.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling