+98.8%
JCI vs CCEP
+148.1%
-49.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.0% |
| 7D | -9.4% | +2.6% | -12.0% | -10.3% |
| 30D | -13.4% | +15.1% | -28.5% | -18.0% |
| 3M | -12.4% | +7.3% | -19.7% | -15.0% |
| 6M | -5.1% | +23.4% | -28.6% | -13.4% |
| YTD | +13.7% | +29.4% | -15.7% | +1.6% |
| 1Y | +11.4% | +34.2% | -22.8% | -2.1% |
| 3Y | +175.9% | +108.4% | +67.5% | +93.3% |
| All | +98.8% | +148.1% | -49.3% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling