-39.1%
JOBY vs CCEP
+211.1%
-250.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -2.8% | -2.4% | -4.1% |
| 30D | -19.7% | -4.0% | -15.7% | -18.5% |
| 3M | -31.7% | +5.2% | -36.9% | -33.5% |
| 6M | -37.5% | +2.7% | -40.2% | -38.7% |
| YTD | -51.6% | +14.5% | -66.1% | -54.9% |
| 1Y | -53.3% | +17.2% | -70.4% | -57.2% |
| 3Y | -12.2% | +79.3% | -91.6% | -35.3% |
| 5Y | -31.3% | +106.8% | -138.1% | -54.1% |
| All | -39.1% | +211.1% | -250.2% | -61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling