+6.4%
CNP vs IQV
+21.2%
-14.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.4% |
| 7D | +1.3% | -2.5% | +3.8% | +1.1% |
| 30D | +3.8% | +1.2% | +2.6% | +3.9% |
| 3M | +2.4% | +9.8% | -7.4% | +3.0% |
| 6M | -1.2% | +53.8% | -55.0% | +2.0% |
| YTD | +9.3% | +17.6% | -8.4% | +10.8% |
| 1Y | +6.4% | +18.6% | -12.2% | +8.0% |
| All | +6.4% | +21.2% | -14.8% | +8.0% |
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 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