-26.2%
CLX vs IQV
+41.8%
-68.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.2% |
| 7D | -5.7% | -2.2% | -3.5% | -5.6% |
| 30D | -17.0% | +8.3% | -25.3% | -17.4% |
| 3M | -9.7% | +44.6% | -54.3% | -10.9% |
| 6M | -19.8% | +52.6% | -72.4% | -20.9% |
| YTD | -9.8% | +16.1% | -26.0% | -11.9% |
| 1Y | -26.2% | +37.3% | -63.4% | -27.9% |
| All | -26.2% | +41.8% | -68.0% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling