-50.5%
CPNG vs IQV
-0.1%
-50.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.3% | +2.3% |
| 7D | -1.1% | -2.2% | +1.1% | -0.1% |
| 30D | -7.4% | +8.3% | -15.7% | -10.5% |
| 3M | -12.3% | +44.6% | -56.9% | -26.6% |
| 6M | -19.4% | +52.6% | -72.0% | -34.9% |
| YTD | -35.9% | +16.1% | -52.0% | -41.3% |
| 1Y | -53.4% | +37.3% | -90.7% | -60.9% |
| 3Y | -20.0% | +21.6% | -41.6% | -32.8% |
| All | -50.5% | -0.1% | -50.3% | -55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling