+143.7%
XLC vs IQV
+150.5%
-6.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.8% | +0.4% |
| 7D | +0.5% | -2.2% | +2.7% | +1.3% |
| 30D | +2.1% | +8.3% | -6.2% | -0.8% |
| 3M | +0.7% | +44.6% | -43.9% | -12.3% |
| 6M | -3.2% | +52.6% | -55.8% | -18.1% |
| YTD | -3.8% | +16.1% | -19.9% | -10.8% |
| 1Y | -2.0% | +37.3% | -39.3% | -15.4% |
| 3Y | +71.4% | +21.6% | +49.8% | +48.9% |
| 5Y | +40.7% | +0.5% | +40.2% | +30.4% |
| All | +143.7% | +150.5% | -6.8% | +45.5% |
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