+1,525.1%
JBL vs CCEP
+236.1%
+1,288.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.2% | +5.1% |
| 7D | +2.4% | -2.8% | +5.2% | +3.7% |
| 30D | -13.1% | -4.0% | -9.1% | -11.8% |
| 3M | -15.6% | +5.2% | -20.8% | -18.3% |
| 6M | +24.6% | +2.7% | +21.9% | +21.7% |
| YTD | +39.6% | +14.5% | +25.1% | +29.4% |
| 1Y | +48.6% | +17.2% | +31.5% | +35.6% |
| 3Y | +197.3% | +79.3% | +117.9% | +114.1% |
| 5Y | +413.0% | +106.8% | +306.2% | +237.8% |
| All | +1,525.1% | +236.1% | +1,288.9% | +762.4% |
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