+3,476.8%
STX vs ABBV
+510.4%
+2,966.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.1% |
| 7D | +8.0% | -2.0% | +10.0% | +8.4% |
| 30D | +5.1% | +2.0% | +3.1% | +4.2% |
| 3M | +5.8% | +14.2% | -8.4% | +0.5% |
| 6M | +124.9% | +14.1% | +110.9% | +113.0% |
| YTD | +213.9% | +14.2% | +199.7% | +196.5% |
| 1Y | +350.4% | +24.2% | +326.2% | +312.7% |
| 3Y | +1,314.2% | +89.8% | +1,224.4% | +1,010.0% |
| 5Y | +1,092.8% | +187.2% | +905.6% | +699.9% |
| All | +3,476.8% | +510.4% | +2,966.5% | +1,678.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling