+233.4%
IQV vs LSCC
+1,833.8%
-1,600.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.5% |
| 7D | -2.6% | +1.4% | -4.0% | -2.9% |
| 30D | +6.2% | -10.0% | +16.2% | +8.6% |
| 3M | +38.0% | -16.1% | +54.0% | +40.8% |
| 6M | +43.9% | +27.4% | +16.5% | +29.5% |
| YTD | +14.0% | +56.9% | -42.9% | -4.1% |
| 1Y | +35.5% | +74.6% | -39.1% | +9.8% |
| 3Y | +20.3% | +26.0% | -5.6% | -0.4% |
| 5Y | -1.6% | +86.1% | -87.8% | -31.0% |
| 10Y | +233.4% | +1,830.6% | -1,597.2% | +40.4% |
| All | +233.4% | +1,833.8% | -1,600.4% | +40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling