+204.6%
IWD vs CCEP
+342.1%
-137.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.3% |
| 7D | -0.6% | +1.8% | -2.3% | -1.2% |
| 30D | +3.6% | +12.2% | -8.6% | -0.8% |
| 3M | +2.7% | +10.7% | -8.0% | -1.3% |
| 6M | +13.2% | +27.5% | -14.3% | +2.9% |
| YTD | +26.8% | +31.3% | -4.6% | +13.5% |
| 1Y | +29.3% | +29.9% | -0.6% | +16.2% |
| 3Y | +85.1% | +111.1% | -26.0% | +36.0% |
| 5Y | +74.2% | +142.3% | -68.1% | +19.0% |
| 10Y | +204.6% | +335.5% | -130.9% | +77.9% |
| All | +204.6% | +342.1% | -137.5% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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