-16.7%
CCI vs IWD
+30.5%
-47.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.5% |
| 7D | -0.4% | -0.3% | -0.1% | -0.3% |
| 30D | +2.7% | +0.6% | +2.1% | +2.4% |
| 3M | -18.2% | +7.2% | -25.4% | -20.8% |
| 6M | -14.8% | +16.2% | -31.0% | -22.1% |
| YTD | -12.6% | +23.3% | -35.9% | -23.1% |
| 1Y | -16.7% | +29.6% | -46.3% | -28.3% |
| All | -16.7% | +30.5% | -47.2% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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