+361.6%
LRCX vs IQV
+22.1%
+339.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.4% |
| 7D | -3.1% | -2.2% | -0.8% | -2.5% |
| 30D | -8.6% | +8.3% | -16.9% | -10.6% |
| 3M | -17.7% | +44.6% | -62.3% | -28.4% |
| 6M | +36.4% | +52.6% | -16.2% | +14.8% |
| YTD | +74.5% | +16.1% | +58.4% | +64.8% |
| 1Y | +159.4% | +37.3% | +122.2% | +125.9% |
| 3Y | +361.6% | +21.6% | +340.0% | +301.3% |
| All | +361.6% | +22.1% | +339.5% | +301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 3y: compounded portfolio wealth divided by compounded IQV 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…
3y analysis · Full analysis span regression · 6 months rolling