-70.2%
CPNG vs IQV
+34.5%
-104.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -5.4% | -5.3% | -0.1% | -3.3% |
| 30D | -11.1% | +5.5% | -16.6% | -13.1% |
| 3M | -3.0% | +41.2% | -44.2% | -17.8% |
| 6M | -23.5% | +50.5% | -74.0% | -37.7% |
| YTD | -37.8% | +14.1% | -52.0% | -42.6% |
| 1Y | -54.3% | +39.9% | -94.3% | -62.0% |
| 3Y | -20.8% | +20.5% | -41.3% | -33.3% |
| 5Y | -51.1% | -1.2% | -49.8% | -55.7% |
| All | -70.2% | +34.5% | -104.7% | -75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling