+27.3%
CRDO vs IQV
+46.0%
-18.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.4% | +5.3% | +3.8% |
| 7D | -26.7% | +2.3% | -29.0% | -26.5% |
| 30D | -24.1% | +13.4% | -37.5% | -23.4% |
| 3M | -21.6% | +43.3% | -64.9% | -22.1% |
| 6M | +66.3% | +50.5% | +15.8% | +62.5% |
| YTD | +18.5% | +18.8% | -0.3% | +21.2% |
| 1Y | +27.3% | +45.5% | -18.2% | +26.5% |
| All | +27.3% | +46.0% | -18.7% | +26.5% |
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