+37,942.9%
CELH vs IQV
+488.0%
+37,454.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -15.8% | -5.3% | -10.5% | -13.3% |
| 30D | -5.2% | +5.5% | -10.7% | -7.7% |
| 3M | -6.1% | +41.2% | -47.4% | -21.8% |
| 6M | -40.9% | +50.5% | -91.4% | -53.0% |
| YTD | -41.8% | +14.1% | -55.9% | -47.2% |
| 1Y | -52.6% | +39.9% | -92.6% | -61.8% |
| 3Y | -60.4% | +20.5% | -80.9% | -67.0% |
| 5Y | -12.6% | -1.2% | -11.4% | -17.7% |
| 10Y | +3,704.3% | +233.9% | +3,470.4% | +2,303.4% |
| All | +37,942.9% | +488.0% | +37,454.9% | +21,266.9% |
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