+562.2%
IQV vs LSCC
+2,214.8%
-1,652.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.4% | -5.9% | +0.9% |
| 7D | +7.9% | +19.3% | -11.4% | +3.8% |
| 30D | +7.3% | -9.6% | +16.9% | +8.7% |
| 3M | +16.8% | -12.4% | +29.2% | +18.4% |
| 6M | +56.0% | -10.5% | +66.5% | +53.7% |
| YTD | +23.7% | +54.8% | -31.1% | +5.5% |
| 1Y | +32.5% | +79.4% | -46.9% | +8.9% |
| 3Y | +45.3% | +109.6% | -64.3% | +9.2% |
| 5Y | +10.7% | +40.4% | -29.6% | -13.5% |
| 10Y | +259.0% | +1,379.1% | -1,120.1% | +78.7% |
| All | +562.2% | +2,214.8% | -1,652.7% | +216.3% |
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