+5.6%
CNC vs IQV
-0.1%
+5.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +1.2% |
| 7D | -0.9% | -2.2% | +1.3% | -0.4% |
| 30D | -1.0% | +8.3% | -9.3% | -2.7% |
| 3M | +4.5% | +44.6% | -40.0% | -4.1% |
| 6M | +85.2% | +52.6% | +32.7% | +66.9% |
| YTD | +61.4% | +16.1% | +45.3% | +54.7% |
| 1Y | +94.9% | +37.3% | +57.6% | +79.0% |
| 3Y | 0.0% | +21.6% | -21.6% | -7.4% |
| All | +5.6% | -0.1% | +5.7% | -1.9% |
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 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