+47.0%
CVX vs ABBV
+43.0%
+4.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.1% | -6.8% | -3.7% |
| 7D | -5.3% | +3.1% | -8.4% | -5.3% |
| 30D | +5.1% | +11.6% | -6.5% | +5.1% |
| 3M | +14.9% | +21.7% | -6.7% | +15.1% |
| 6M | +14.9% | +43.5% | -28.7% | +16.7% |
| YTD | +46.3% | +32.9% | +13.4% | +46.4% |
| 1Y | +47.0% | +40.7% | +6.4% | +47.9% |
| All | +47.0% | +43.0% | +4.0% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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