+34,941.4%
JBL vs CCEP
+9,357.3%
+25,584.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.4% | +3.5% |
| 7D | +0.1% | +1.8% | -1.6% | -0.5% |
| 30D | -17.0% | +12.2% | -29.2% | -20.7% |
| 3M | -27.4% | +10.7% | -38.1% | -30.5% |
| 6M | -29.1% | +27.5% | -56.6% | -35.7% |
| YTD | +13.6% | +31.3% | -17.7% | +1.7% |
| 1Y | +22.8% | +29.9% | -7.1% | +10.3% |
| 3Y | +103.0% | +111.1% | -8.1% | +50.8% |
| 5Y | +307.4% | +142.3% | +165.0% | +186.8% |
| 10Y | +1,173.9% | +335.5% | +838.4% | +620.6% |
| All | +34,941.4% | +9,357.3% | +25,584.1% | +9,670.4% |
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 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