+231.0%
IQV vs CPB
-45.5%
+276.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.9% |
| 7D | -5.3% | -5.4% | +0.1% | -4.4% |
| 30D | +5.5% | -7.8% | +13.4% | +6.9% |
| 3M | +41.2% | -6.9% | +48.2% | +42.8% |
| 6M | +50.5% | -12.2% | +62.7% | +53.3% |
| YTD | +14.1% | -21.1% | +35.2% | +18.0% |
| 1Y | +39.9% | -33.5% | +73.4% | +48.5% |
| 3Y | +20.5% | -43.2% | +63.7% | +29.8% |
| 5Y | -1.2% | -40.9% | +39.7% | +5.3% |
| All | +231.0% | -45.5% | +276.4% | +253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling