+28.9%
IWD vs CCEP
+23.2%
+5.6%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -0.9% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | -0.8% | -1.6% | +0.8% | -0.6% |
| 3M | +8.0% | +11.9% | -3.8% | +6.3% |
| 6M | +18.2% | +7.5% | +10.7% | +16.5% |
| YTD | +22.3% | +18.7% | +3.6% | +20.0% |
| 1Y | +28.9% | +21.4% | +7.5% | +26.2% |
| All | +28.9% | +23.2% | +5.6% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling