+444.5%
CORZ vs IQV
+20.8%
+423.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.2% | +7.9% | +5.5% |
| 7D | +16.6% | +0.3% | +16.2% | +16.4% |
| 30D | -10.9% | +8.6% | -19.4% | -12.8% |
| 3M | -31.0% | +41.1% | -72.1% | -38.9% |
| 6M | +26.0% | +48.6% | -22.5% | +8.5% |
| YTD | +28.6% | +15.0% | +13.6% | +21.8% |
| 1Y | +34.5% | +38.1% | -3.7% | +17.1% |
| All | +444.5% | +20.8% | +423.7% | +399.1% |
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