+18.3%
CCI vs IWD
+195.2%
-176.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.8% |
| 7D | +0.2% | -0.2% | +0.3% | +0.3% |
| 30D | +0.5% | -0.8% | +1.3% | +1.1% |
| 3M | -16.3% | +8.0% | -24.3% | -21.0% |
| 6M | -13.9% | +18.2% | -32.1% | -24.1% |
| YTD | -12.4% | +22.3% | -34.8% | -24.7% |
| 1Y | -15.2% | +28.9% | -44.1% | -29.9% |
| 3Y | -9.9% | +71.5% | -81.4% | -40.5% |
| 5Y | -50.8% | +73.6% | -124.4% | -67.8% |
| 10Y | +18.3% | +194.7% | -176.4% | -46.7% |
| All | +18.3% | +195.2% | -176.9% | -46.7% |
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