+6.0%
CLSK vs IQV
-0.1%
+6.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.7% | +5.1% | +5.4% |
| 7D | +7.7% | -2.2% | +10.0% | +9.5% |
| 30D | +12.2% | +8.3% | +3.9% | +5.3% |
| 3M | -15.5% | +44.6% | -60.0% | -41.5% |
| 6M | +39.3% | +52.6% | -13.2% | -10.3% |
| YTD | +35.1% | +16.1% | +18.9% | +11.0% |
| 1Y | +34.0% | +37.3% | -3.3% | -9.1% |
| 3Y | +226.3% | +21.6% | +204.7% | +146.4% |
| All | +6.0% | -0.1% | +6.1% | -4.6% |
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