+499.9%
ABBV vs LPLA
+1,226.8%
-726.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | -2.0% | -3.7% | +1.7% | -1.4% |
| 30D | +2.0% | -6.4% | +8.3% | +3.0% |
| 3M | +14.2% | +20.2% | -6.0% | +10.6% |
| 6M | +14.1% | +12.8% | +1.2% | +11.4% |
| YTD | +14.2% | -2.5% | +16.7% | +13.7% |
| 1Y | +24.2% | +1.9% | +22.3% | +22.2% |
| 3Y | +89.8% | +45.0% | +44.8% | +71.3% |
| 5Y | +187.2% | +146.6% | +40.6% | +122.0% |
| All | +499.9% | +1,226.8% | -726.9% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling