-11.7%
CCI vs IQV
+20.0%
-31.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | -4.4% | -5.3% | +0.9% | -3.6% |
| 30D | +0.3% | +5.5% | -5.2% | -0.5% |
| 3M | -20.0% | +41.2% | -61.2% | -24.4% |
| 6M | -14.5% | +50.5% | -65.1% | -20.4% |
| YTD | -14.9% | +14.1% | -29.0% | -17.0% |
| 1Y | -17.7% | +39.9% | -57.6% | -22.8% |
| All | -11.7% | +20.0% | -31.7% | -21.3% |
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