+619.9%
CF vs IQV
+233.5%
+386.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.1% |
| 7D | -0.8% | -2.6% | +1.8% | -0.1% |
| 30D | +14.3% | +6.2% | +8.1% | +12.1% |
| 3M | +27.9% | +38.0% | -10.1% | +15.2% |
| 6M | +25.5% | +43.9% | -18.4% | +10.3% |
| YTD | +81.2% | +14.0% | +67.2% | +70.4% |
| 1Y | +66.5% | +35.5% | +31.0% | +46.2% |
| 3Y | +76.7% | +20.3% | +56.3% | +55.2% |
| 5Y | +237.8% | -1.6% | +239.5% | +213.1% |
| 10Y | +619.9% | +233.4% | +386.4% | +267.3% |
| All | +619.9% | +233.5% | +386.4% | +267.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling