+67.3%
CSGP vs IQV
+259.6%
-192.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.0% |
| 7D | -1.8% | +7.9% | -9.7% | -5.4% |
| 30D | +5.3% | +7.3% | -2.0% | +1.2% |
| 3M | +3.3% | +16.8% | -13.5% | -5.0% |
| 6M | -4.7% | +56.0% | -60.7% | -24.8% |
| YTD | -53.5% | +23.7% | -77.2% | -59.1% |
| 1Y | -53.7% | +32.5% | -86.2% | -60.7% |
| 3Y | -59.7% | +45.3% | -105.0% | -69.0% |
| 5Y | -62.5% | +10.7% | -73.2% | -67.1% |
| 10Y | +67.3% | +259.0% | -191.7% | -15.6% |
| All | +67.3% | +259.6% | -192.3% | -15.6% |
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 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