+748.1%
RCL vs IQV
+511.9%
+236.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.7% |
| 7D | -5.1% | +2.3% | -7.4% | -6.5% |
| 30D | -19.0% | +13.4% | -32.4% | -25.4% |
| 3M | -9.6% | +43.3% | -52.9% | -29.1% |
| 6M | -6.7% | +50.5% | -57.2% | -29.9% |
| YTD | -3.9% | +18.8% | -22.7% | -17.4% |
| 1Y | -25.1% | +45.5% | -70.6% | -44.2% |
| 3Y | +179.1% | +19.4% | +159.7% | +122.7% |
| 5Y | +243.3% | +1.7% | +241.6% | +200.2% |
| 10Y | +325.8% | +247.9% | +77.8% | +67.6% |
| All | +748.1% | +511.9% | +236.2% | +152.6% |
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 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