+2,160.2%
CIEN vs IQV
+492.3%
+1,667.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +7.5% |
| 7D | -5.3% | +0.3% | -5.6% | -5.7% |
| 30D | -17.2% | +8.6% | -25.8% | -20.1% |
| 3M | -26.9% | +41.1% | -68.0% | -37.8% |
| 6M | +16.0% | +48.6% | -32.5% | -5.4% |
| YTD | +45.9% | +15.0% | +30.9% | +31.5% |
| 1Y | +186.8% | +38.1% | +148.7% | +136.5% |
| 3Y | +607.8% | +21.4% | +586.4% | +496.9% |
| 5Y | +506.7% | -1.0% | +507.8% | +452.0% |
| 10Y | +1,438.7% | +233.0% | +1,205.8% | +638.5% |
| All | +2,160.2% | +492.3% | +1,667.9% | +765.7% |
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