-54.8%
CSGP vs IQV
+21.2%
-76.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +3.7% |
| 7D | +1.3% | -2.5% | +3.8% | +2.3% |
| 30D | +2.8% | +1.2% | +1.6% | +1.6% |
| 3M | -6.3% | +9.8% | -16.1% | -11.0% |
| 6M | -3.2% | +53.8% | -57.0% | -21.4% |
| YTD | -54.0% | +17.6% | -71.6% | -54.9% |
| 1Y | -54.8% | +18.6% | -73.4% | -55.8% |
| All | -54.8% | +21.2% | -76.0% | -55.8% |
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