+110.4%
CCEP vs JBHT
+28.2%
+82.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.8% | +1.4% |
| 7D | +5.7% | -1.4% | +7.1% | +5.8% |
| 30D | +15.3% | -3.1% | +18.4% | +15.5% |
| 3M | +8.0% | -19.5% | +27.6% | +9.0% |
| 6M | +26.7% | -9.6% | +36.3% | +27.0% |
| YTD | +30.7% | +13.3% | +17.4% | +29.8% |
| 1Y | +36.5% | +29.7% | +6.9% | +34.9% |
| All | +110.4% | +28.2% | +82.2% | +101.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling