-34.9%
JOBY vs CCEP
+222.5%
-257.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.2% |
| 7D | +2.2% | -1.0% | +3.2% | +2.6% |
| 30D | -20.8% | -1.6% | -19.2% | -20.5% |
| 3M | -29.5% | +11.9% | -41.3% | -33.0% |
| 6M | -28.4% | +7.5% | -35.8% | -31.0% |
| YTD | -48.2% | +18.7% | -66.9% | -52.4% |
| 1Y | -49.1% | +21.4% | -70.5% | -53.9% |
| 3Y | -6.3% | +89.1% | -95.4% | -32.5% |
| 5Y | -27.2% | +108.7% | -135.9% | -51.7% |
| All | -34.9% | +222.5% | -257.4% | -58.8% |
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 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