+45.5%
IQV vs SCCO
+105.9%
-60.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +2.3% | -5.3% | +7.6% | +2.5% |
| 30D | +13.4% | +0.9% | +12.5% | +13.3% |
| 3M | +43.3% | +2.4% | +40.9% | +43.3% |
| 6M | +50.5% | -2.4% | +52.9% | +50.2% |
| YTD | +18.8% | +42.4% | -23.7% | +14.5% |
| 1Y | +45.5% | +105.6% | -60.2% | +45.8% |
| All | +45.5% | +105.9% | -60.5% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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