-37.0%
CLX vs IQV
-2.1%
-35.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.0% |
| 7D | -4.9% | -2.6% | -2.3% | -4.6% |
| 30D | -15.8% | +6.2% | -22.0% | -16.5% |
| 3M | -7.9% | +38.0% | -45.9% | -11.8% |
| 6M | -19.0% | +43.9% | -63.0% | -23.1% |
| YTD | -7.9% | +14.0% | -21.9% | -10.0% |
| 1Y | -25.4% | +35.5% | -60.9% | -29.1% |
| 3Y | -35.0% | +20.3% | -55.4% | -38.8% |
| All | -37.0% | -2.1% | -35.0% | -42.7% |
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