+19.5%
IQV vs CLBK
+52.3%
-32.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -5.3% | -1.4% | -3.9% | -4.8% |
| 30D | +5.5% | +4.5% | +1.0% | +3.9% |
| 3M | +41.2% | +22.8% | +18.5% | +31.8% |
| 6M | +50.5% | +43.4% | +7.1% | +33.3% |
| YTD | +14.1% | +64.1% | -50.0% | -3.5% |
| 1Y | +39.9% | +67.6% | -27.6% | +17.0% |
| All | +19.5% | +52.3% | -32.9% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 3y: compounded portfolio wealth divided by compounded CLBK 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…
3y analysis · Full analysis span regression · 6 months rolling