+37.1%
JCI vs CCEP
+18.5%
+18.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.7% |
| 7D | +4.1% | -3.7% | +7.7% | +4.5% |
| 30D | -3.8% | -2.1% | -1.8% | -3.6% |
| 3M | -1.6% | +7.2% | -8.8% | -3.8% |
| 6M | +9.5% | +3.3% | +6.3% | +7.8% |
| YTD | +21.7% | +15.7% | +6.0% | +17.7% |
| 1Y | +37.1% | +16.6% | +20.6% | +31.4% |
| All | +37.1% | +18.5% | +18.6% | +31.4% |
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