+87.5%
CLF vs IQV
+252.5%
-164.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | +2.3% | +4.1% | -1.7% | -0.1% |
| 30D | +1.9% | +4.7% | -2.8% | -1.2% |
| 3M | +5.9% | +12.6% | -6.7% | -2.2% |
| 6M | +16.9% | +58.2% | -41.3% | -14.9% |
| YTD | -1.1% | +21.8% | -22.8% | -17.5% |
| 1Y | +28.8% | +25.6% | +3.2% | +5.1% |
| 3Y | -20.6% | +40.1% | -60.7% | -43.4% |
| 5Y | -41.5% | +8.7% | -50.2% | -51.3% |
| 10Y | +87.5% | +255.9% | -168.4% | -21.9% |
| All | +87.5% | +252.5% | -164.9% | -21.9% |
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 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