+3,682.3%
CLS vs IQV
-1.9%
+3,684.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | +20.1% | -2.6% | +22.7% | +21.2% |
| 30D | +6.0% | +6.2% | -0.2% | +3.6% |
| 3M | -10.3% | +38.0% | -48.3% | -21.1% |
| 6M | +24.5% | +43.9% | -19.4% | +6.7% |
| YTD | +12.9% | +14.0% | -1.2% | +5.3% |
| 1Y | +36.7% | +35.5% | +1.2% | +17.4% |
| 3Y | +1,328.1% | +20.3% | +1,307.7% | +1,144.7% |
| 5Y | +3,682.3% | -1.6% | +3,684.0% | +3,405.6% |
| All | +3,682.3% | -1.9% | +3,684.2% | +3,405.6% |
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