-24.8%
CCL vs IQV
+46.0%
-70.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | -5.0% | +2.3% | -7.3% | -5.6% |
| 30D | -20.3% | +13.4% | -33.8% | -23.0% |
| 3M | -15.1% | +43.3% | -58.4% | -23.4% |
| 6M | -15.1% | +50.5% | -65.6% | -24.8% |
| YTD | -21.8% | +18.8% | -40.6% | -27.2% |
| 1Y | -24.8% | +45.5% | -70.3% | -32.2% |
| All | -24.8% | +46.0% | -70.7% | -32.2% |
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