-70.7%
JBLU vs CCEP
+107.2%
-177.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -5.0% | -2.8% | -2.1% | -3.0% |
| 30D | -23.9% | -4.0% | -19.9% | -21.7% |
| 3M | -11.6% | +5.2% | -16.8% | -14.7% |
| 6M | -0.2% | +2.7% | -2.9% | -2.0% |
| YTD | -3.3% | +14.5% | -17.8% | -11.9% |
| 1Y | -15.4% | +17.2% | -32.5% | -24.4% |
| 3Y | -14.7% | +79.3% | -94.1% | -46.5% |
| All | -70.7% | +107.2% | -177.9% | -85.1% |
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 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