+85.9%
CCEP vs ZBRA
+36.8%
+49.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.6% | +0.8% |
| 7D | -1.0% | +2.6% | -3.5% | -1.0% |
| 30D | -1.6% | -6.4% | +4.8% | -1.5% |
| 3M | +11.9% | +51.3% | -39.4% | +10.3% |
| 6M | +7.5% | +60.5% | -53.0% | +5.6% |
| YTD | +18.7% | +45.2% | -26.5% | +16.8% |
| 1Y | +21.4% | +12.3% | +9.1% | +20.3% |
| All | +85.9% | +36.8% | +49.2% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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