+22.7%
CVE vs IQV
+521.2%
-498.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.6% |
| 7D | -16.1% | +1.7% | -17.8% | -16.7% |
| 30D | -10.4% | +5.3% | -15.7% | -12.4% |
| 3M | -2.4% | +17.0% | -19.3% | -8.8% |
| 6M | -4.4% | +54.0% | -58.5% | -22.0% |
| YTD | +64.9% | +20.6% | +44.4% | +46.4% |
| 1Y | +66.0% | +28.9% | +37.1% | +42.6% |
| 3Y | +57.7% | +37.0% | +20.6% | +23.2% |
| 5Y | +144.7% | +10.0% | +134.8% | +105.9% |
| 10Y | +139.2% | +274.5% | -135.2% | +21.8% |
| All | +22.7% | +521.2% | -498.4% | -40.7% |
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