+59.2%
CCI vs IQV
+492.3%
-433.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.1% |
| 7D | +0.2% | +0.3% | -0.2% | +0.1% |
| 30D | +0.5% | +8.6% | -8.1% | -2.0% |
| 3M | -16.3% | +41.1% | -57.4% | -24.9% |
| 6M | -13.9% | +48.6% | -62.5% | -24.6% |
| YTD | -12.4% | +15.0% | -27.4% | -17.5% |
| 1Y | -15.2% | +38.1% | -53.3% | -24.9% |
| 3Y | -9.9% | +21.4% | -31.3% | -19.6% |
| 5Y | -50.8% | -1.0% | -49.8% | -53.8% |
| 10Y | +18.3% | +233.0% | -214.7% | -22.3% |
| All | +59.2% | +492.3% | -433.2% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling