+119.2%
ORLY vs IQV
-0.1%
+119.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | +0.1% |
| 7D | -2.4% | -2.2% | -0.1% | -2.0% |
| 30D | -6.8% | +8.3% | -15.1% | -8.1% |
| 3M | -4.8% | +44.6% | -49.3% | -10.8% |
| 6M | -9.1% | +52.6% | -61.6% | -15.9% |
| YTD | -5.9% | +16.1% | -22.0% | -9.2% |
| 1Y | -20.4% | +37.3% | -57.7% | -25.5% |
| 3Y | +36.6% | +21.6% | +15.0% | +29.1% |
| All | +119.2% | -0.1% | +119.3% | +116.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling