+1,065.4%
ORLY vs IQV
+488.0%
+577.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -2.1% | -5.3% | +3.1% | -0.6% |
| 30D | -7.6% | +5.5% | -13.1% | -9.1% |
| 3M | -5.5% | +41.2% | -46.7% | -14.9% |
| 6M | -9.7% | +50.5% | -60.2% | -20.7% |
| YTD | -6.2% | +14.1% | -20.4% | -11.3% |
| 1Y | -18.6% | +39.9% | -58.6% | -28.0% |
| 3Y | +33.8% | +20.5% | +13.3% | +19.8% |
| 5Y | +116.5% | -1.2% | +117.8% | +103.2% |
| 10Y | +361.0% | +233.9% | +127.2% | +169.3% |
| All | +1,065.4% | +488.0% | +577.4% | +484.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling