+545.5%
IQV vs LSCC
+2,034.6%
-1,489.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.1% | -4.5% | +1.2% |
| 7D | +1.7% | +13.0% | -11.3% | -1.0% |
| 30D | +5.3% | -19.8% | +25.1% | +9.4% |
| 3M | +17.0% | -18.4% | +35.4% | +20.3% |
| 6M | +54.0% | -16.1% | +70.1% | +53.6% |
| YTD | +20.6% | +42.7% | -22.1% | +4.6% |
| 1Y | +28.9% | +68.0% | -39.1% | +7.3% |
| 3Y | +37.0% | +85.8% | -48.8% | +5.6% |
| 5Y | +10.0% | +28.0% | -18.1% | -12.4% |
| 10Y | +274.5% | +1,255.1% | -980.6% | +89.7% |
| All | +545.5% | +2,034.6% | -1,489.0% | +213.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling