-41.3%
CORZ vs IQV
+25.1%
-66.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +0.5% | -10.9% | -10.4% |
| 7D | -14.9% | -5.5% | -9.5% | -14.7% |
| 30D | -23.1% | -0.9% | -22.3% | -23.1% |
| 3M | -44.1% | +15.6% | -59.7% | -44.0% |
| 6M | -39.5% | +63.9% | -103.4% | -44.9% |
| YTD | -12.4% | +17.0% | -29.4% | -14.3% |
| 1Y | -41.3% | +25.0% | -66.3% | -39.6% |
| All | -41.3% | +25.1% | -66.4% | -39.6% |
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