+293.5%
JCI vs CCEP
+342.6%
-49.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.8% |
| 7D | +3.2% | +2.1% | +1.1% | +2.4% |
| 30D | -8.6% | +10.6% | -19.2% | -12.6% |
| 3M | -7.7% | +10.3% | -18.1% | -12.0% |
| 6M | -2.6% | +31.1% | -33.7% | -13.9% |
| YTD | +17.4% | +32.1% | -14.8% | +3.1% |
| 1Y | +16.9% | +32.8% | -15.9% | +2.5% |
| 3Y | +186.7% | +111.3% | +75.4% | +102.2% |
| 5Y | +95.4% | +147.5% | -52.1% | +26.1% |
| All | +293.5% | +342.6% | -49.0% | +116.9% |
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