-46.9%
CPNG vs IQV
+25.1%
-72.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.5% | +11.9% |
| 7D | +20.8% | -5.5% | +26.3% | +22.3% |
| 30D | +20.1% | -0.9% | +20.9% | +20.2% |
| 3M | +1.6% | +15.6% | -14.0% | -1.9% |
| 6M | -15.8% | +63.9% | -79.7% | -28.4% |
| YTD | -27.7% | +17.0% | -44.8% | -30.6% |
| 1Y | -46.9% | +25.0% | -72.0% | -50.7% |
| All | -46.9% | +25.1% | -72.0% | -50.7% |
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