+201.1%
CVX vs IQV
+488.0%
-286.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.7% | -5.3% | +6.0% | +2.5% |
| 30D | +9.1% | +5.5% | +3.6% | +7.1% |
| 3M | +13.1% | +41.2% | -28.2% | -0.4% |
| 6M | +16.3% | +50.5% | -34.3% | -1.0% |
| YTD | +43.5% | +14.1% | +29.3% | +33.4% |
| 1Y | +40.2% | +39.9% | +0.2% | +19.9% |
| 3Y | +44.2% | +20.5% | +23.8% | +24.6% |
| 5Y | +170.6% | -1.2% | +171.8% | +146.0% |
| 10Y | +220.3% | +233.9% | -13.5% | +72.0% |
| All | +201.1% | +488.0% | -286.9% | +46.2% |
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