+8.9%
CRCL vs IQV
+75.8%
-67.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | -11.2% | -2.2% | -9.0% | -10.8% |
| 30D | +27.1% | +8.3% | +18.8% | +25.9% |
| 3M | +9.6% | +44.6% | -34.9% | +3.3% |
| 6M | -19.7% | +52.6% | -72.3% | -25.6% |
| YTD | +14.2% | +16.1% | -1.9% | +13.4% |
| 1Y | -32.2% | +37.3% | -69.5% | -34.1% |
| All | +8.9% | +75.8% | -67.0% | +21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling