+2.4%
IQV vs CPAY
+55.3%
-52.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -2.0% | -0.3% | -1.4% |
| 30D | +8.3% | -0.4% | +8.7% | +8.4% |
| 3M | +44.6% | +16.4% | +28.2% | +35.0% |
| 6M | +52.6% | +23.5% | +29.0% | +38.0% |
| YTD | +16.1% | +35.7% | -19.5% | -0.9% |
| 1Y | +37.3% | +30.2% | +7.1% | +19.0% |
| 3Y | +21.6% | +49.7% | -28.2% | -4.8% |
| All | +2.4% | +55.3% | -52.9% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling