-49.3%
CCI vs IQV
-0.1%
-49.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +1.9% |
| 7D | -0.3% | -2.2% | +2.0% | +0.3% |
| 30D | +2.2% | +8.3% | -6.1% | +0.1% |
| 3M | -16.9% | +44.6% | -61.5% | -25.0% |
| 6M | -11.5% | +52.6% | -64.1% | -21.9% |
| YTD | -12.8% | +16.1% | -29.0% | -17.2% |
| 1Y | -17.1% | +37.3% | -54.4% | -25.4% |
| 3Y | -9.6% | +21.6% | -31.2% | -18.4% |
| All | -49.3% | -0.1% | -49.2% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling