-69.3%
CPNG vs IQV
+36.8%
-106.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +2.3% |
| 7D | -1.1% | -2.2% | +1.1% | -0.2% |
| 30D | -7.4% | +8.3% | -15.7% | -10.4% |
| 3M | -12.3% | +44.6% | -56.9% | -26.5% |
| 6M | -19.4% | +52.6% | -72.0% | -34.7% |
| YTD | -35.9% | +16.1% | -52.0% | -41.2% |
| 1Y | -53.4% | +37.3% | -90.7% | -60.8% |
| 3Y | -20.0% | +21.6% | -41.6% | -32.7% |
| 5Y | -49.6% | +0.5% | -50.1% | -54.6% |
| All | -69.3% | +36.8% | -106.1% | -74.4% |
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