+167.0%
CVX vs IQV
-0.1%
+167.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.4% |
| 7D | +2.6% | -2.2% | +4.9% | +2.9% |
| 30D | +9.8% | +8.3% | +1.5% | +8.6% |
| 3M | +16.2% | +44.6% | -28.4% | +10.0% |
| 6M | +13.6% | +52.6% | -38.9% | +6.2% |
| YTD | +44.4% | +16.1% | +28.2% | +40.7% |
| 1Y | +40.6% | +37.3% | +3.3% | +32.5% |
| 3Y | +48.2% | +21.6% | +26.6% | +39.0% |
| All | +167.0% | -0.1% | +167.1% | +151.1% |
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