+22.4%
CCI vs IQV
+242.6%
-220.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +1.8% |
| 7D | -0.3% | -2.2% | +2.0% | +0.4% |
| 30D | +2.2% | +8.3% | -6.1% | -0.3% |
| 3M | -16.9% | +44.6% | -61.5% | -26.4% |
| 6M | -11.5% | +52.6% | -64.1% | -23.6% |
| YTD | -12.8% | +16.1% | -29.0% | -18.3% |
| 1Y | -17.1% | +37.3% | -54.4% | -26.9% |
| 3Y | -9.6% | +21.6% | -31.2% | -20.0% |
| 5Y | -48.9% | +0.5% | -49.4% | -52.3% |
| All | +22.4% | +242.6% | -220.2% | -19.8% |
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 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