+163.8%
CIEN vs IQV
+41.8%
+122.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.7% | +4.8% |
| 7D | +8.9% | -2.2% | +11.1% | +8.4% |
| 30D | -19.1% | +8.3% | -27.4% | -17.9% |
| 3M | -21.5% | +44.6% | -66.1% | -17.8% |
| 6M | +2.8% | +52.6% | -49.7% | +7.3% |
| YTD | +49.5% | +16.1% | +33.3% | +64.8% |
| 1Y | +163.8% | +37.3% | +126.5% | +169.3% |
| All | +163.8% | +41.8% | +122.0% | +169.3% |
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 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