+626.9%
CEG vs IQV
+5.2%
+621.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.5% |
| 7D | +1.3% | -2.6% | +3.9% | +1.8% |
| 30D | +8.8% | +6.2% | +2.7% | +7.4% |
| 3M | +17.0% | +38.0% | -21.0% | +8.0% |
| 6M | -8.7% | +43.9% | -52.6% | -17.3% |
| YTD | -16.4% | +14.0% | -30.4% | -19.5% |
| 1Y | -1.8% | +35.5% | -37.3% | -10.5% |
| 3Y | +175.8% | +20.3% | +155.4% | +150.0% |
| All | +626.9% | +5.2% | +621.7% | +604.6% |
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