+25.0%
IQV vs CPAY
+59.0%
-34.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | -0.3% |
| 7D | -5.5% | +5.7% | -11.2% | -6.8% |
| 30D | -0.9% | +4.2% | -5.1% | -1.9% |
| 3M | +15.6% | +5.6% | +10.0% | +13.9% |
| 6M | +63.9% | +34.7% | +29.2% | +53.3% |
| YTD | +17.0% | +39.1% | -22.1% | +10.6% |
| 1Y | +25.0% | +60.3% | -35.2% | +12.3% |
| All | +25.0% | +59.0% | -34.0% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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