+1,156.2%
ABBV vs WCC
+425.3%
+730.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -1.9% |
| 7D | +0.4% | +4.5% | -4.1% | -0.1% |
| 30D | +4.2% | -5.8% | +10.0% | +4.7% |
| 3M | +14.8% | -3.7% | +18.5% | +14.8% |
| 6M | +10.3% | +23.1% | -12.8% | +6.8% |
| YTD | +14.9% | +44.2% | -29.3% | +9.0% |
| 1Y | +24.1% | +62.1% | -38.0% | +15.8% |
| 3Y | +91.9% | +121.1% | -29.2% | +67.8% |
| 5Y | +176.0% | +214.0% | -37.9% | +122.2% |
| 10Y | +502.9% | +472.8% | +30.2% | +305.9% |
| All | +1,156.2% | +425.3% | +730.9% | +803.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling