+365.4%
STX vs ABBV
+24.6%
+340.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +5.8% |
| 7D | +2.4% | +0.4% | +2.0% | +2.5% |
| 30D | +1.4% | +4.2% | -2.8% | +2.9% |
| 3M | -8.2% | +14.8% | -23.0% | -7.0% |
| 6M | +127.0% | +10.3% | +116.8% | +129.8% |
| YTD | +209.1% | +14.9% | +194.3% | +213.1% |
| 1Y | +365.4% | +24.1% | +341.3% | +349.1% |
| All | +365.4% | +24.6% | +340.8% | +349.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling