+194.3%
JCI vs CCEP
+108.8%
+85.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.2% | +3.6% | +4.7% |
| 7D | -3.4% | +1.7% | -5.1% | -3.6% |
| 30D | -10.1% | +12.7% | -22.8% | -11.9% |
| 3M | -6.8% | +8.5% | -15.3% | -8.0% |
| 6M | +2.0% | +25.6% | -23.6% | -3.2% |
| YTD | +19.2% | +30.9% | -11.7% | +12.0% |
| 1Y | +16.7% | +32.0% | -15.2% | +9.5% |
| 3Y | +194.3% | +110.9% | +83.4% | +157.0% |
| All | +194.3% | +108.8% | +85.5% | +157.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling