+45.5%
IQV vs COPX
+84.7%
-39.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.4% |
| 7D | +2.3% | -4.0% | +6.3% | +2.7% |
| 30D | +13.4% | +4.5% | +8.9% | +13.0% |
| 3M | +43.3% | +0.8% | +42.5% | +44.2% |
| 6M | +50.5% | +3.2% | +47.3% | +50.6% |
| YTD | +18.8% | +26.7% | -7.9% | +13.8% |
| 1Y | +45.5% | +85.7% | -40.2% | +33.5% |
| All | +45.5% | +84.7% | -39.2% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling