+38.6%
IQV vs CYCU
-99.9%
+138.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.4% |
| 7D | +2.3% | -8.1% | +10.4% | +2.3% |
| 30D | +13.4% | -43.0% | +56.4% | +13.2% |
| 3M | +43.3% | -50.8% | +94.1% | +48.0% |
| 6M | +50.5% | -74.1% | +124.7% | +56.1% |
| YTD | +18.8% | -84.0% | +102.8% | +23.5% |
| 1Y | +45.5% | -92.2% | +137.7% | +47.6% |
| All | +38.6% | -99.9% | +138.5% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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