+94.1%
CRH vs IQV
-0.1%
+94.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.4% |
| 7D | -6.1% | -2.2% | -3.8% | -5.2% |
| 30D | -9.3% | +8.3% | -17.6% | -12.1% |
| 3M | -15.2% | +44.6% | -59.8% | -27.1% |
| 6M | -14.2% | +52.6% | -66.8% | -28.5% |
| YTD | -28.3% | +16.1% | -44.4% | -33.7% |
| 1Y | -21.8% | +37.3% | -59.1% | -33.2% |
| 3Y | +71.6% | +21.6% | +50.1% | +49.5% |
| All | +94.1% | -0.1% | +94.3% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling