-46.8%
CPNG vs IQV
+46.0%
-92.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.1% |
| 7D | -7.4% | +2.3% | -9.7% | -7.9% |
| 30D | -4.4% | +13.4% | -17.9% | -7.0% |
| 3M | -7.5% | +43.3% | -50.8% | -16.3% |
| 6M | -19.9% | +50.5% | -70.5% | -29.1% |
| YTD | -35.2% | +18.8% | -54.0% | -38.2% |
| 1Y | -46.8% | +45.5% | -92.2% | -50.2% |
| All | -46.8% | +46.0% | -92.7% | -50.2% |
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