-63.2%
CSGP vs IQV
+9.4%
-72.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.6% | -7.3% | -5.8% |
| 7D | +1.3% | +1.7% | -0.4% | +0.3% |
| 30D | +10.7% | +5.3% | +5.4% | +7.5% |
| 3M | +3.3% | +17.0% | -13.7% | -4.5% |
| 6M | -10.3% | +54.0% | -64.4% | -27.6% |
| YTD | -54.6% | +20.6% | -75.2% | -59.0% |
| 1Y | -54.6% | +28.9% | -83.6% | -60.4% |
| 3Y | -60.3% | +37.0% | -97.4% | -68.0% |
| All | -63.2% | +9.4% | -72.6% | -67.3% |
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