+420.1%
CORZ vs IQV
+24.8%
+395.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.4% | +0.3% |
| 7D | +8.4% | +2.3% | +6.1% | +7.8% |
| 30D | -17.8% | +13.4% | -31.3% | -20.4% |
| 3M | -35.9% | +43.3% | -79.2% | -43.3% |
| 6M | +12.9% | +50.5% | -37.6% | -2.7% |
| YTD | +22.9% | +18.8% | +4.1% | +15.5% |
| 1Y | +31.4% | +45.5% | -14.1% | +12.5% |
| All | +420.1% | +24.8% | +395.3% | +373.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling