+186.0%
CSGP vs IQV
+505.3%
-319.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.8% |
| 7D | +13.9% | -3.7% | +17.6% | +15.7% |
| 30D | +16.0% | +1.9% | +14.1% | +14.4% |
| 3M | +6.1% | +12.2% | -6.1% | -0.4% |
| 6M | -8.2% | +50.1% | -58.3% | -26.0% |
| YTD | -52.3% | +17.5% | -69.8% | -56.9% |
| 1Y | -54.5% | +26.1% | -80.6% | -60.3% |
| 3Y | -58.6% | +34.3% | -92.9% | -66.7% |
| 5Y | -61.5% | +7.2% | -68.7% | -65.7% |
| 10Y | +74.7% | +264.9% | -190.2% | -16.1% |
| All | +186.0% | +505.3% | -319.3% | +15.1% |
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