+32.2%
JD vs CCEP
+342.1%
-309.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | +0.4% | +1.8% | -1.3% | -0.1% |
| 30D | +4.2% | +12.2% | -7.9% | +0.5% |
| 3M | -12.8% | +10.7% | -23.4% | -15.6% |
| 6M | -8.8% | +27.5% | -36.3% | -15.8% |
| YTD | +0.5% | +31.3% | -30.8% | -8.5% |
| 1Y | -8.8% | +29.9% | -38.7% | -16.7% |
| 3Y | +18.6% | +111.1% | -92.5% | -8.7% |
| 5Y | -62.2% | +142.3% | -204.6% | -72.5% |
| 10Y | +32.2% | +335.5% | -303.3% | -7.8% |
| All | +32.2% | +342.1% | -309.9% | -7.8% |
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