+424.9%
LRCX vs ABBV
+185.0%
+239.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.6% | -7.3% | -5.8% |
| 7D | +1.8% | -2.0% | +3.8% | +2.0% |
| 30D | -4.3% | +2.0% | -6.3% | -4.7% |
| 3M | -7.3% | +14.2% | -21.5% | -10.2% |
| 6M | +38.6% | +14.1% | +24.5% | +34.1% |
| YTD | +74.4% | +14.2% | +60.2% | +68.5% |
| 1Y | +179.1% | +24.2% | +154.9% | +163.6% |
| 3Y | +357.7% | +89.8% | +267.9% | +291.5% |
| 5Y | +424.9% | +187.2% | +237.7% | +279.1% |
| All | +424.9% | +185.0% | +239.8% | +279.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling