-22.6%
CLX vs IQV
+4.0%
-26.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.5% |
| 7D | +9.5% | -2.5% | +12.0% | +9.9% |
| 30D | +30.7% | +1.2% | +29.5% | +30.4% |
| 3M | +4.2% | +9.8% | -5.5% | +2.8% |
| 6M | +22.1% | +53.8% | -31.7% | +15.1% |
| YTD | +14.1% | +17.6% | -3.5% | +10.9% |
| 1Y | +10.3% | +18.6% | -8.3% | +7.1% |
| 3Y | -7.8% | +36.9% | -44.7% | -15.0% |
| All | -22.6% | +4.0% | -26.6% | -30.0% |
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