+69.3%
CCI vs IWD
+203.0%
-133.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +2.5% | +2.3% | +0.2% | +0.8% |
| 30D | +14.4% | +3.6% | +10.8% | +11.5% |
| 3M | +21.7% | +2.2% | +19.5% | +19.9% |
| 6M | +4.0% | +13.0% | -8.9% | -5.1% |
| YTD | +6.2% | +26.5% | -20.3% | -10.9% |
| 1Y | +5.4% | +30.1% | -24.7% | -13.5% |
| 3Y | +11.7% | +84.9% | -73.1% | -30.5% |
| 5Y | -35.6% | +73.4% | -109.0% | -57.9% |
| All | +69.3% | +203.0% | -133.8% | -22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling