-2.4%
CVNA vs IQV
+41.8%
-44.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.3% |
| 7D | -7.3% | -2.2% | -5.0% | -6.4% |
| 30D | -4.6% | +8.3% | -12.9% | -7.9% |
| 3M | +2.0% | +44.6% | -42.6% | -13.5% |
| 6M | +11.7% | +52.6% | -40.8% | -7.5% |
| YTD | -18.1% | +16.1% | -34.2% | -25.7% |
| 1Y | -2.4% | +37.3% | -39.7% | -15.5% |
| All | -2.4% | +41.8% | -44.2% | -15.5% |
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