+1,148.2%
JBL vs CCEP
+342.6%
+805.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.8% |
| 7D | +6.3% | +2.1% | +4.2% | +5.4% |
| 30D | -13.5% | +10.6% | -24.1% | -17.7% |
| 3M | -31.3% | +10.3% | -41.7% | -34.9% |
| 6M | -28.4% | +31.1% | -59.5% | -37.8% |
| YTD | +11.6% | +32.1% | -20.5% | -3.7% |
| 1Y | +26.1% | +32.8% | -6.7% | +8.5% |
| 3Y | +97.4% | +111.3% | -14.0% | +30.5% |
| 5Y | +301.0% | +147.5% | +153.5% | +140.5% |
| All | +1,148.2% | +342.6% | +805.7% | +496.1% |
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