+44.1%
CVE vs IQV
+511.9%
-467.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.7% |
| 7D | +2.5% | +2.3% | +0.2% | +1.5% |
| 30D | +16.7% | +13.4% | +3.3% | +10.8% |
| 3M | +9.3% | +43.3% | -34.0% | -7.3% |
| 6M | +43.6% | +50.5% | -6.9% | +17.5% |
| YTD | +93.6% | +18.8% | +74.8% | +73.6% |
| 1Y | +98.8% | +45.5% | +53.3% | +60.4% |
| 3Y | +73.6% | +19.4% | +54.2% | +45.7% |
| 5Y | +312.5% | +1.7% | +310.7% | +262.9% |
| 10Y | +161.0% | +247.9% | -86.9% | +36.0% |
| All | +44.1% | +511.9% | -467.9% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling