+41,936.4%
JBL vs CCEP
+8,385.7%
+33,550.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +2.6% |
| 7D | +3.0% | -3.1% | +6.1% | +4.1% |
| 30D | -8.3% | -2.6% | -5.7% | -7.6% |
| 3M | -16.9% | +14.9% | -31.8% | -21.4% |
| 6M | +21.8% | +2.3% | +19.5% | +19.9% |
| YTD | +36.3% | +17.8% | +18.5% | +27.5% |
| 1Y | +49.5% | +24.2% | +25.3% | +36.6% |
| 3Y | +170.6% | +84.7% | +85.9% | +111.8% |
| 5Y | +408.4% | +103.2% | +305.2% | +282.1% |
| 10Y | +1,450.4% | +257.4% | +1,193.0% | +840.6% |
| All | +41,936.4% | +8,385.7% | +33,550.7% | +12,146.1% |
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