-65.3%
CSGP vs IQV
+46.0%
-111.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.8% |
| 7D | -4.1% | +2.3% | -6.4% | -5.0% |
| 30D | +2.3% | +13.4% | -11.1% | -3.1% |
| 3M | -8.2% | +43.3% | -51.5% | -21.6% |
| 6M | -35.1% | +50.5% | -85.6% | -45.9% |
| YTD | -54.0% | +18.8% | -72.8% | -56.5% |
| 1Y | -65.3% | +45.5% | -110.8% | -68.6% |
| All | -65.3% | +46.0% | -111.3% | -68.6% |
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