+51.4%
CF vs IQV
+21.2%
+30.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | 0.0% |
| 7D | +4.8% | -2.5% | +7.2% | +4.7% |
| 30D | +4.7% | +1.2% | +3.5% | +4.8% |
| 3M | +7.4% | +9.8% | -2.4% | +8.0% |
| 6M | +0.6% | +53.8% | -53.2% | +4.1% |
| YTD | +64.1% | +17.6% | +46.5% | +66.3% |
| 1Y | +51.4% | +18.6% | +32.8% | +53.2% |
| All | +51.4% | +21.2% | +30.2% | +53.2% |
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