+133.6%
CCL vs IQV
+36.2%
+97.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.4% |
| 7D | -1.2% | -2.5% | +1.3% | -0.3% |
| 30D | +13.1% | +1.2% | +11.9% | +12.4% |
| 3M | +3.4% | +9.8% | -6.4% | -0.8% |
| 6M | +18.7% | +53.8% | -35.1% | -1.6% |
| YTD | -2.3% | +17.6% | -19.9% | -10.3% |
| 1Y | +14.2% | +18.6% | -4.4% | +4.4% |
| 3Y | +133.6% | +36.9% | +96.7% | +76.5% |
| All | +133.6% | +36.2% | +97.4% | +76.5% |
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