+182.6%
ABBV vs LII
+25.3%
+157.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.6% |
| 7D | +0.4% | -0.7% | +1.1% | +0.4% |
| 30D | +4.2% | -12.6% | +16.8% | +5.5% |
| 3M | +14.8% | -24.4% | +39.3% | +17.5% |
| 6M | +10.3% | -28.7% | +39.0% | +13.3% |
| YTD | +14.9% | -19.1% | +34.0% | +16.2% |
| 1Y | +24.1% | -29.7% | +53.8% | +27.4% |
| 3Y | +91.9% | +4.8% | +87.2% | +85.8% |
| All | +182.6% | +25.3% | +157.3% | +172.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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