+40.2%
CVX vs ABT
-19.8%
+59.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.4% |
| 7D | +0.7% | -5.0% | +5.7% | +0.9% |
| 30D | +9.1% | -5.8% | +14.9% | +9.4% |
| 3M | +13.1% | +16.7% | -3.7% | +12.3% |
| 6M | +16.3% | -5.2% | +21.5% | +15.8% |
| YTD | +43.5% | -16.0% | +59.5% | +43.8% |
| 1Y | +40.2% | -18.3% | +58.4% | +41.5% |
| All | +40.2% | -19.8% | +59.9% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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