+34,313.4%
JBL vs CCEP
+9,413.5%
+24,899.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.7% |
| 7D | +6.3% | +2.1% | +4.2% | +5.6% |
| 30D | -13.5% | +10.6% | -24.1% | -16.9% |
| 3M | -31.3% | +10.3% | -41.7% | -34.2% |
| 6M | -28.4% | +31.1% | -59.5% | -35.8% |
| YTD | +11.6% | +32.1% | -20.5% | -0.4% |
| 1Y | +26.1% | +32.8% | -6.7% | +12.3% |
| 3Y | +97.4% | +111.3% | -14.0% | +46.5% |
| 5Y | +301.0% | +147.5% | +153.5% | +180.2% |
| 10Y | +1,151.1% | +338.1% | +813.0% | +606.1% |
| All | +34,313.4% | +9,413.5% | +24,899.9% | +9,474.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling