+1.3%
IQV vs LSCC
+82.7%
-81.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -1.8% |
| 7D | +2.3% | +1.3% | +1.0% | +2.0% |
| 30D | +13.4% | -9.7% | +23.1% | +15.6% |
| 3M | +43.3% | -23.7% | +67.0% | +49.1% |
| 6M | +50.5% | +26.5% | +24.0% | +35.8% |
| YTD | +18.8% | +57.5% | -38.7% | -0.2% |
| 1Y | +45.5% | +75.7% | -30.2% | +17.6% |
| 3Y | +19.4% | +19.5% | -0.1% | +0.9% |
| All | +1.3% | +82.7% | -81.5% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling