+48.2%
CSX vs IQV
+9.4%
+38.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -4.0% |
| 7D | -5.5% | +1.7% | -7.2% | -5.9% |
| 30D | +4.9% | +5.3% | -0.4% | +3.6% |
| 3M | -2.9% | +17.0% | -19.8% | -6.6% |
| 6M | +8.3% | +54.0% | -45.7% | -3.4% |
| YTD | +36.7% | +20.6% | +16.1% | +29.0% |
| 1Y | +41.5% | +28.9% | +12.6% | +30.6% |
| 3Y | +68.6% | +37.0% | +31.6% | +47.1% |
| All | +48.2% | +9.4% | +38.8% | +35.9% |
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