-12.2%
JOBY vs CCEP
+82.4%
-94.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -2.8% | -2.4% | -4.4% |
| 30D | -19.7% | -4.0% | -15.7% | -18.9% |
| 3M | -31.7% | +5.2% | -36.9% | -33.1% |
| 6M | -37.5% | +2.7% | -40.2% | -38.4% |
| YTD | -51.6% | +14.5% | -66.1% | -54.2% |
| 1Y | -53.3% | +17.2% | -70.4% | -56.6% |
| 3Y | -12.2% | +79.3% | -91.6% | -43.8% |
| All | -12.2% | +82.4% | -94.6% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling