+67.8%
CSX vs IQV
+2.2%
+65.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.2% |
| 7D | -3.4% | +2.3% | -5.7% | -3.9% |
| 30D | -3.1% | +13.4% | -16.5% | -6.0% |
| 3M | +7.2% | +43.3% | -36.1% | -2.3% |
| 6M | +16.2% | +50.5% | -34.4% | +3.8% |
| YTD | +37.5% | +18.8% | +18.8% | +30.4% |
| 1Y | +53.2% | +45.5% | +7.8% | +35.6% |
| 3Y | +68.2% | +19.4% | +48.9% | +54.5% |
| All | +67.8% | +2.2% | +65.6% | +56.2% |
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