+209.4%
XOM vs IQV
+488.0%
-278.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +1.9% | -5.3% | +7.1% | +3.3% |
| 30D | +4.1% | +5.5% | -1.5% | +2.5% |
| 3M | +10.4% | +41.2% | -30.8% | -0.1% |
| 6M | +13.0% | +50.5% | -37.5% | -0.4% |
| YTD | +40.1% | +14.1% | +25.9% | +32.3% |
| 1Y | +51.1% | +39.9% | +11.2% | +33.6% |
| 3Y | +57.7% | +20.5% | +37.2% | +40.5% |
| 5Y | +264.7% | -1.2% | +266.0% | +238.9% |
| 10Y | +193.1% | +233.9% | -40.8% | +76.5% |
| All | +209.4% | +488.0% | -278.6% | +69.0% |
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