-21.8%
CRH vs IVZ
+49.7%
-71.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.6% |
| 7D | -6.1% | -2.4% | -3.7% | -5.1% |
| 30D | -9.3% | +3.0% | -12.3% | -10.3% |
| 3M | -15.2% | +14.9% | -30.1% | -20.0% |
| 6M | -14.2% | +36.7% | -50.9% | -25.1% |
| YTD | -28.3% | +25.7% | -53.9% | -35.4% |
| 1Y | -21.8% | +47.7% | -69.5% | -33.4% |
| All | -21.8% | +49.7% | -71.5% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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