+192.9%
XOM vs IQV
+242.6%
-49.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | 0.0% |
| 7D | +4.1% | -2.2% | +6.3% | +4.7% |
| 30D | +4.6% | +8.3% | -3.7% | +2.3% |
| 3M | +14.0% | +44.6% | -30.6% | +2.2% |
| 6M | +11.0% | +52.6% | -41.6% | -2.9% |
| YTD | +40.7% | +16.1% | +24.6% | +32.3% |
| 1Y | +52.3% | +37.3% | +15.0% | +35.1% |
| 3Y | +60.5% | +21.6% | +38.9% | +42.2% |
| 5Y | +266.4% | +0.5% | +265.9% | +239.2% |
| All | +192.9% | +242.6% | -49.7% | +72.5% |
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