-17.1%
CCI vs IQV
+41.8%
-58.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +2.2% |
| 7D | -0.3% | -2.2% | +2.0% | -0.1% |
| 30D | +2.2% | +8.3% | -6.1% | +1.4% |
| 3M | -16.9% | +44.6% | -61.5% | -20.1% |
| 6M | -11.5% | +52.6% | -64.1% | -15.6% |
| YTD | -12.8% | +16.1% | -29.0% | -14.0% |
| 1Y | -17.1% | +37.3% | -54.4% | -17.6% |
| All | -17.1% | +41.8% | -58.9% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling