+172.2%
CVX vs ABT
-10.2%
+182.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +1.0% | -4.7% | +5.7% | +1.6% |
| 30D | +10.7% | -3.1% | +13.8% | +11.1% |
| 3M | +15.5% | +16.1% | -0.7% | +13.0% |
| 6M | +14.9% | -5.3% | +20.2% | +15.6% |
| YTD | +44.2% | -14.4% | +58.7% | +47.2% |
| 1Y | +43.5% | -18.4% | +61.9% | +47.5% |
| 3Y | +45.0% | +11.2% | +33.8% | +40.5% |
| 5Y | +172.2% | -9.4% | +181.5% | +159.4% |
| All | +172.2% | -10.2% | +182.4% | +159.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling