+43.4%
ABBV vs WCC
-11.8%
+55.2%
-7.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | 0.0% |
| 7D | +1.3% | +9.9% | -8.7% | +2.7% |
| 30D | +4.7% | -8.4% | +13.2% | +3.2% |
| 3M | +18.3% | -10.3% | +28.7% | +16.4% |
| 6M | +43.4% | -10.5% | +53.9% | +43.7% |
| All | +43.4% | -11.8% | +55.2% | +43.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling