+331.9%
RCL vs IQV
+242.6%
+89.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.8% |
| 7D | -1.2% | -2.5% | +1.3% | +0.4% |
| 30D | +17.8% | +1.2% | +16.7% | +16.5% |
| 3M | +4.9% | +9.8% | -4.8% | -2.3% |
| 6M | +23.7% | +53.8% | -30.1% | -9.4% |
| YTD | +17.8% | +17.6% | +0.2% | +0.7% |
| 1Y | +28.9% | +18.6% | +10.3% | +9.7% |
| 3Y | +241.9% | +36.9% | +205.0% | +141.1% |
| 5Y | +295.4% | +4.1% | +291.3% | +237.5% |
| All | +331.9% | +242.6% | +89.3% | +73.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling