+34.2%
CCEP vs JBHT
+29.5%
+4.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +2.6% | -1.6% | +4.2% | +2.7% |
| 30D | +15.1% | -2.3% | +17.4% | +15.3% |
| 3M | +7.3% | -18.5% | +25.7% | +8.9% |
| 6M | +23.4% | -11.3% | +34.7% | +22.9% |
| YTD | +29.4% | +12.6% | +16.8% | +24.4% |
| 1Y | +34.2% | +29.8% | +4.5% | +22.9% |
| All | +34.2% | +29.5% | +4.7% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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