+7,300.9%
CCEP vs ZBRA
+9,227.6%
-1,926.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.3% |
| 7D | -3.1% | +1.8% | -4.8% | -3.3% |
| 30D | -2.6% | -1.7% | -0.9% | -2.4% |
| 3M | +14.9% | +47.8% | -32.8% | +7.6% |
| 6M | +2.3% | +56.7% | -54.5% | -5.4% |
| YTD | +17.8% | +49.4% | -31.5% | +9.3% |
| 1Y | +24.2% | +16.5% | +7.7% | +19.1% |
| 3Y | +84.7% | +31.5% | +53.3% | +69.5% |
| 5Y | +103.2% | -38.6% | +141.8% | +105.6% |
| 10Y | +257.4% | +421.0% | -163.6% | +156.7% |
| All | +7,300.9% | +9,227.6% | -1,926.7% | +3,219.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling