+2,717.6%
CLS vs IQV
+505.9%
+2,211.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.4% |
| 7D | +16.3% | -2.5% | +18.8% | +17.6% |
| 30D | -25.7% | +1.2% | -26.9% | -25.9% |
| 3M | -30.9% | +9.8% | -40.6% | -33.8% |
| 6M | -35.5% | +53.8% | -89.3% | -47.9% |
| YTD | -18.7% | +17.6% | -36.3% | -27.0% |
| 1Y | -17.9% | +18.6% | -36.5% | -26.6% |
| 3Y | +838.1% | +36.9% | +801.2% | +641.4% |
| 5Y | +1,971.9% | +4.1% | +1,967.8% | +1,744.8% |
| 10Y | +1,907.9% | +243.7% | +1,664.1% | +943.7% |
| All | +2,717.6% | +505.9% | +2,211.7% | +1,070.8% |
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