+1,056.5%
CCJ vs IQV
+242.6%
+813.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.3% |
| 7D | -4.0% | -2.2% | -1.8% | -3.4% |
| 30D | -2.4% | +8.3% | -10.7% | -4.9% |
| 3M | -2.3% | +44.6% | -46.9% | -14.7% |
| 6M | -16.2% | +52.6% | -68.8% | -28.9% |
| YTD | +5.7% | +16.1% | -10.5% | -1.9% |
| 1Y | +21.3% | +37.3% | -16.0% | +5.2% |
| 3Y | +159.4% | +21.6% | +137.8% | +125.8% |
| 5Y | +300.7% | +0.5% | +300.2% | +270.9% |
| All | +1,056.5% | +242.6% | +813.9% | +516.3% |
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 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