+942.5%
CRDO vs IQV
+22.1%
+920.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.2% |
| 7D | -4.5% | -2.2% | -2.2% | -3.9% |
| 30D | -39.2% | +8.3% | -47.5% | -40.6% |
| 3M | -38.5% | +44.6% | -83.0% | -46.2% |
| 6M | +40.6% | +52.6% | -12.0% | +19.4% |
| YTD | +13.2% | +16.1% | -2.9% | +6.8% |
| 1Y | +2.3% | +37.3% | -35.0% | -10.9% |
| 3Y | +942.5% | +21.6% | +921.0% | +841.1% |
| All | +942.5% | +22.1% | +920.5% | +841.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling