+323.5%
CORZ vs IQV
+27.9%
+295.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.0% |
| 7D | +14.2% | +4.1% | +10.1% | +13.0% |
| 30D | -3.0% | +4.7% | -7.7% | -4.0% |
| 3M | -26.3% | +12.6% | -38.9% | -28.4% |
| 6M | -36.5% | +58.2% | -94.7% | -45.9% |
| YTD | +0.1% | +21.8% | -21.7% | -6.5% |
| 1Y | -15.9% | +25.6% | -41.5% | -22.5% |
| All | +323.5% | +27.9% | +295.6% | +282.9% |
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