+6.1%
CVNA vs IQV
-0.1%
+6.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -3.2% |
| 7D | -7.3% | -2.2% | -5.0% | -5.5% |
| 30D | -4.6% | +8.3% | -12.9% | -11.7% |
| 3M | +2.0% | +44.6% | -42.6% | -29.5% |
| 6M | +11.7% | +52.6% | -40.8% | -28.2% |
| YTD | -18.1% | +16.1% | -34.2% | -32.4% |
| 1Y | -2.4% | +37.3% | -39.7% | -33.8% |
| 3Y | +580.6% | +21.6% | +559.0% | +349.4% |
| All | +6.1% | -0.1% | +6.2% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling