+415.5%
CNQ vs IQV
+242.6%
+172.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | +0.1% | -2.2% | +2.4% | +0.9% |
| 30D | +6.2% | +8.3% | -2.1% | +3.0% |
| 3M | +12.4% | +44.6% | -32.2% | -3.6% |
| 6M | +9.0% | +52.6% | -43.5% | -9.8% |
| YTD | +52.2% | +16.1% | +36.1% | +39.0% |
| 1Y | +65.0% | +37.3% | +27.8% | +38.9% |
| 3Y | +78.8% | +21.6% | +57.3% | +50.4% |
| 5Y | +286.0% | +0.5% | +285.5% | +245.9% |
| All | +415.5% | +242.6% | +172.9% | +176.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling