-13.1%
CRCL vs IQV
+46.0%
-59.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | +17.1% | +2.3% | +14.8% | +16.6% |
| 30D | +61.3% | +13.4% | +47.8% | +57.4% |
| 3M | +12.7% | +43.3% | -30.6% | +3.9% |
| 6M | -3.1% | +50.5% | -53.6% | -12.8% |
| YTD | +28.7% | +18.8% | +9.9% | +30.4% |
| 1Y | -13.1% | +45.5% | -58.6% | -23.8% |
| All | -13.1% | +46.0% | -59.1% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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