+161.8%
CNP vs IQV
+511.9%
-350.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.4% |
| 7D | +1.1% | +2.3% | -1.2% | +0.4% |
| 30D | -1.8% | +13.4% | -15.3% | -5.3% |
| 3M | -4.6% | +43.3% | -47.9% | -14.5% |
| 6M | -8.8% | +50.5% | -59.4% | -20.2% |
| YTD | +5.2% | +18.8% | -13.6% | -2.0% |
| 1Y | +8.3% | +45.5% | -37.2% | -6.1% |
| 3Y | +54.9% | +19.4% | +35.5% | +38.2% |
| 5Y | +73.5% | +1.7% | +71.8% | +60.1% |
| 10Y | +139.1% | +247.9% | -108.8% | +40.3% |
| All | +161.8% | +511.9% | -350.1% | +35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling