+51.7%
CNP vs IQV
+19.8%
+31.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | +0.7% | -2.6% | +3.3% | +0.7% |
| 30D | -0.1% | +6.2% | -6.3% | -0.3% |
| 3M | -5.6% | +38.0% | -43.6% | -6.8% |
| 6M | -7.5% | +43.9% | -51.4% | -8.9% |
| YTD | +5.5% | +14.0% | -8.5% | +5.4% |
| 1Y | +8.3% | +35.5% | -27.2% | +6.4% |
| All | +51.7% | +19.8% | +31.8% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling