-31.9%
CEG vs IQV
+25.1%
-57.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.7% |
| 7D | -4.8% | -5.5% | +0.7% | -5.2% |
| 30D | -8.2% | -0.9% | -7.3% | -8.2% |
| 3M | -7.9% | +15.6% | -23.5% | -6.9% |
| 6M | -23.2% | +63.9% | -87.1% | -22.0% |
| YTD | -30.1% | +17.0% | -47.2% | -25.9% |
| 1Y | -31.9% | +25.0% | -56.9% | -25.6% |
| All | -31.9% | +25.1% | -57.0% | -25.6% |
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 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