+838.1%
CLS vs IQV
+36.2%
+801.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.9% |
| 7D | +16.3% | -2.5% | +18.8% | +17.0% |
| 30D | -25.7% | +1.2% | -26.9% | -25.8% |
| 3M | -30.9% | +9.8% | -40.6% | -32.3% |
| 6M | -35.5% | +53.8% | -89.3% | -42.2% |
| YTD | -18.7% | +17.6% | -36.3% | -22.3% |
| 1Y | -17.9% | +18.6% | -36.5% | -21.7% |
| 3Y | +838.1% | +36.9% | +801.2% | +715.9% |
| All | +838.1% | +36.2% | +801.9% | +715.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling