-43.9%
CLF vs IQV
+11.3%
-55.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.6% | +4.4% | +5.8% |
| 7D | -14.1% | +7.9% | -22.0% | -17.0% |
| 30D | -5.5% | +7.3% | -12.8% | -8.7% |
| 3M | 0.0% | +16.8% | -16.8% | -7.4% |
| 6M | +11.3% | +56.0% | -44.8% | -12.2% |
| YTD | -7.7% | +23.7% | -31.4% | -19.6% |
| 1Y | +17.5% | +32.5% | -14.9% | -1.6% |
| 3Y | -25.4% | +45.3% | -70.7% | -44.3% |
| All | -43.9% | +11.3% | -55.3% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling