+189.0%
CDE vs IQV
-0.1%
+189.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.6% | +0.5% |
| 7D | -3.1% | -2.2% | -0.9% | -2.2% |
| 30D | +9.5% | +8.3% | +1.2% | +6.1% |
| 3M | +25.5% | +44.6% | -19.1% | +6.3% |
| 6M | -7.9% | +52.6% | -60.5% | -24.6% |
| YTD | +15.6% | +16.1% | -0.6% | +6.3% |
| 1Y | +34.0% | +37.3% | -3.2% | +13.3% |
| 3Y | +791.9% | +21.6% | +770.3% | +685.0% |
| All | +189.0% | -0.1% | +189.1% | +157.6% |
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