+48.8%
CAVA vs IQV
+22.1%
+26.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.7% | +2.9% |
| 7D | -8.0% | -2.2% | -5.8% | -7.3% |
| 30D | -19.6% | +8.3% | -27.9% | -21.7% |
| 3M | -36.7% | +44.6% | -81.3% | -44.8% |
| 6M | -30.6% | +52.6% | -83.1% | -41.2% |
| YTD | -4.8% | +16.1% | -20.9% | -10.9% |
| 1Y | -13.1% | +37.3% | -50.4% | -24.2% |
| 3Y | +48.8% | +21.6% | +27.2% | +30.8% |
| All | +48.8% | +22.1% | +26.7% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling