+57.1%
CVE vs IQV
+30.8%
+26.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.7% |
| 7D | -10.1% | +7.9% | -18.0% | -9.7% |
| 30D | -12.1% | +7.3% | -19.4% | -11.7% |
| 3M | -1.9% | +16.8% | -18.7% | -0.9% |
| 6M | -1.8% | +56.0% | -57.9% | +0.4% |
| YTD | +65.8% | +23.7% | +42.1% | +66.9% |
| All | +57.1% | +30.8% | +26.3% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling