+77.7%
ICCC vs SPY
+12.1%
+65.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.5% | +5.4% |
| 7D | +9.7% | +2.6% | +7.1% | +8.3% |
| 30D | 0.0% | -2.0% | +2.0% | +0.8% |
| 3M | -1.4% | -2.8% | +1.4% | -0.3% |
| 6M | +28.6% | +2.1% | +26.4% | +27.5% |
| YTD | +74.8% | +11.5% | +63.3% | +64.5% |
| 1Y | +77.7% | +13.5% | +64.2% | +59.7% |
| All | +77.7% | +12.1% | +65.6% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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