+3,561.8%
CLS vs IQV
+511.9%
+3,049.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.4% |
| 7D | +4.6% | +2.3% | +2.3% | +3.6% |
| 30D | -13.9% | +13.4% | -27.3% | -18.5% |
| 3M | -26.6% | +43.3% | -69.9% | -38.1% |
| 6M | +15.4% | +50.5% | -35.1% | -6.1% |
| YTD | +5.7% | +18.8% | -13.1% | -5.4% |
| 1Y | +41.1% | +45.5% | -4.3% | +13.8% |
| 3Y | +1,228.6% | +19.4% | +1,209.2% | +1,030.3% |
| 5Y | +3,240.6% | +1.7% | +3,238.9% | +2,915.8% |
| 10Y | +2,760.3% | +247.9% | +2,512.4% | +1,381.0% |
| All | +3,561.8% | +511.9% | +3,049.9% | +1,418.4% |
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 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