+74.7%
CSX vs IQV
+22.2%
+52.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | -3.4% | +2.3% | -5.7% | -3.7% |
| 30D | -3.1% | +13.4% | -16.5% | -5.0% |
| 3M | +7.2% | +43.3% | -36.1% | +0.8% |
| 6M | +16.2% | +50.5% | -34.4% | +7.9% |
| YTD | +37.5% | +18.8% | +18.8% | +33.5% |
| 1Y | +53.2% | +45.5% | +7.8% | +40.9% |
| All | +74.7% | +22.2% | +52.5% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling