+54.1%
CCL vs JCI
+169.7%
-115.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -2.0% |
| 7D | -0.1% | +5.1% | -5.2% | -3.6% |
| 30D | -20.0% | -3.8% | -16.1% | -17.9% |
| 3M | -13.7% | +1.9% | -15.5% | -15.4% |
| 6M | -9.0% | +11.2% | -20.2% | -16.7% |
| YTD | -22.8% | +22.9% | -45.8% | -34.6% |
| 1Y | -25.3% | +37.4% | -62.7% | -41.9% |
| 3Y | +54.1% | +167.8% | -113.8% | -28.9% |
| All | +54.1% | +169.7% | -115.6% | -28.9% |
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