+40.9%
CDE vs IQV
+488.0%
-447.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | -6.1% | -5.3% | -0.8% | -3.6% |
| 30D | +9.5% | +5.5% | +4.0% | +6.9% |
| 3M | +32.0% | +41.2% | -9.2% | +10.7% |
| 6M | -12.8% | +50.5% | -63.3% | -29.9% |
| YTD | +14.2% | +14.1% | +0.1% | +4.3% |
| 1Y | +36.3% | +39.9% | -3.6% | +11.8% |
| 3Y | +821.4% | +20.5% | +800.9% | +690.6% |
| 5Y | +194.3% | -1.2% | +195.5% | +173.3% |
| 10Y | +53.2% | +233.9% | -180.6% | -17.3% |
| All | +40.9% | +488.0% | -447.1% | -32.7% |
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