-31.0%
JOBY vs CCEP
+107.6%
-138.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.6% | -3.6% | -5.1% |
| 7D | -5.9% | -3.7% | -2.2% | -4.4% |
| 30D | -27.1% | -2.1% | -25.0% | -26.6% |
| 3M | -30.7% | +7.2% | -37.9% | -33.2% |
| 6M | -36.1% | +3.3% | -39.3% | -37.5% |
| YTD | -51.4% | +15.7% | -67.1% | -55.0% |
| 1Y | -52.2% | +16.6% | -68.7% | -56.2% |
| 3Y | -12.1% | +84.3% | -96.3% | -38.0% |
| All | -31.0% | +107.6% | -138.5% | -56.3% |
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