+145.2%
CCL vs JCI
+197.0%
-51.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -1.7% |
| 7D | -1.5% | +2.9% | -4.4% | -3.3% |
| 30D | +16.5% | -6.9% | +23.4% | +20.6% |
| 3M | +11.2% | -6.3% | +17.5% | +14.4% |
| 6M | +22.6% | +2.6% | +20.0% | +17.2% |
| YTD | +2.6% | +21.8% | -19.2% | -13.7% |
| 1Y | +17.0% | +19.6% | -2.7% | -0.3% |
| All | +145.2% | +197.0% | -51.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling