+2.4%
IQV vs CLBK
+43.5%
-41.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -1.5% | -0.8% | -1.8% |
| 30D | +8.3% | -1.0% | +9.3% | +8.6% |
| 3M | +44.6% | +22.9% | +21.7% | +36.5% |
| 6M | +52.6% | +44.2% | +8.4% | +37.7% |
| YTD | +16.1% | +64.0% | -47.8% | +1.0% |
| 1Y | +37.3% | +65.7% | -28.4% | +18.7% |
| 3Y | +21.6% | +54.1% | -32.5% | +5.8% |
| All | +2.4% | +43.5% | -41.0% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling