+32.8%
CCEP vs JAAA
+4.8%
+28.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +10.6% | +0.4% | +10.2% | +10.4% |
| 3M | +10.3% | +1.2% | +9.1% | +10.1% |
| 6M | +31.1% | +2.3% | +28.8% | +30.1% |
| YTD | +32.1% | +4.0% | +28.1% | +31.9% |
| 1Y | +32.8% | +4.8% | +28.0% | +31.2% |
| All | +32.8% | +4.8% | +28.0% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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