-10.1%
CEG vs IQV
+36.0%
-46.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +0.3% | -5.3% | +5.6% | +0.2% |
| 30D | +2.9% | +5.5% | -2.6% | +3.0% |
| 3M | +18.2% | +41.2% | -23.0% | +18.6% |
| 6M | -9.5% | +50.5% | -60.1% | -9.9% |
| YTD | -18.7% | +14.1% | -32.8% | -14.8% |
| 1Y | -10.1% | +39.9% | -50.1% | -11.4% |
| All | -10.1% | +36.0% | -46.1% | -11.4% |
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