+409.8%
JBL vs CCEP
+105.2%
+304.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.6% |
| 7D | +4.0% | -3.7% | +7.7% | +5.3% |
| 30D | -7.5% | -2.1% | -5.4% | -7.0% |
| 3M | -14.1% | +7.2% | -21.2% | -17.1% |
| 6M | +25.9% | +3.3% | +22.6% | +23.0% |
| YTD | +36.7% | +15.7% | +21.0% | +27.3% |
| 1Y | +49.0% | +16.6% | +32.4% | +37.7% |
| 3Y | +191.8% | +84.3% | +107.5% | +105.0% |
| 5Y | +409.8% | +109.0% | +300.8% | +229.7% |
| All | +409.8% | +105.2% | +304.5% | +229.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling