+73.2%
CVE vs IQV
+36.2%
+37.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.9% |
| 7D | +5.9% | -2.5% | +8.4% | +6.2% |
| 30D | -10.9% | +1.2% | -12.0% | -11.0% |
| 3M | -4.5% | +9.8% | -14.3% | -5.6% |
| 6M | -1.0% | +53.8% | -54.8% | -6.5% |
| YTD | +74.7% | +17.6% | +57.1% | +71.3% |
| 1Y | +65.8% | +18.6% | +47.2% | +62.1% |
| 3Y | +73.2% | +36.9% | +36.3% | +51.9% |
| All | +73.2% | +36.2% | +37.0% | +51.9% |
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 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