+25.0%
IQV vs LSCC
+57.8%
-32.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -5.5% | +3.0% | -8.4% | -5.3% |
| 30D | -0.9% | -19.3% | +18.4% | -2.0% |
| 3M | +15.6% | -22.3% | +37.9% | +14.2% |
| 6M | +63.9% | -14.6% | +78.5% | +60.9% |
| YTD | +17.0% | +45.8% | -28.7% | +4.6% |
| 1Y | +25.0% | +69.6% | -44.6% | +9.2% |
| All | +25.0% | +57.8% | -32.8% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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