+114.5%
CCEP vs ZBRA
-39.1%
+153.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.6% | +1.1% |
| 7D | -1.0% | +2.6% | -3.5% | -1.3% |
| 30D | -1.6% | -6.4% | +4.8% | -0.9% |
| 3M | +11.9% | +51.3% | -39.4% | +5.9% |
| 6M | +7.5% | +60.5% | -53.0% | +0.7% |
| YTD | +18.7% | +45.2% | -26.5% | +12.2% |
| 1Y | +21.4% | +12.3% | +9.1% | +18.4% |
| 3Y | +89.1% | +37.5% | +51.6% | +71.7% |
| All | +114.5% | -39.1% | +153.6% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling