+227.1%
RCL vs IQV
-1.9%
+229.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -2.2% | -2.6% | +0.4% | -1.1% |
| 30D | -15.7% | +6.2% | -21.9% | -18.2% |
| 3M | -8.0% | +38.0% | -45.9% | -21.9% |
| 6M | -10.1% | +43.9% | -54.1% | -25.8% |
| YTD | -5.9% | +14.0% | -19.9% | -13.8% |
| 1Y | -23.5% | +35.5% | -59.0% | -36.2% |
| 3Y | +174.4% | +20.3% | +154.0% | +132.4% |
| 5Y | +227.1% | -1.6% | +228.8% | +182.5% |
| All | +227.1% | -1.9% | +229.1% | +182.5% |
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 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