-6.1%
CELH vs JCI
+111.7%
-117.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +1.2% |
| 7D | -11.2% | +0.7% | -12.0% | -11.5% |
| 30D | -1.4% | -4.4% | +3.0% | +0.5% |
| 3M | -4.2% | +1.7% | -5.8% | -5.9% |
| 6M | -40.5% | +8.8% | -49.3% | -44.4% |
| YTD | -40.5% | +22.6% | -63.1% | -48.4% |
| 1Y | -53.0% | +36.2% | -89.2% | -61.9% |
| 3Y | -59.1% | +168.0% | -227.1% | -80.7% |
| All | -6.1% | +111.7% | -117.8% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling