+1.7%
OXY vs IQV
+22.1%
-20.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | +2.8% | -2.2% | +5.1% | +3.1% |
| 30D | +5.5% | +8.3% | -2.8% | +4.4% |
| 3M | +11.3% | +44.6% | -33.3% | +5.8% |
| 6M | +11.6% | +52.6% | -41.0% | +4.7% |
| YTD | +51.6% | +16.1% | +35.4% | +49.0% |
| 1Y | +36.2% | +37.3% | -1.1% | +28.8% |
| 3Y | +1.7% | +21.6% | -19.9% | -6.8% |
| All | +1.7% | +22.1% | -20.4% | -6.8% |
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