+36.8%
CCEP vs ZYBT
-42.3%
+79.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.6% | +3.8% |
| 7D | +4.2% | -3.5% | +7.8% | +4.2% |
| 30D | +14.2% | +15.1% | -1.0% | +14.1% |
| 3M | +9.1% | +7.0% | +2.1% | +9.1% |
| 6M | +26.9% | +37.7% | -10.8% | +25.8% |
| YTD | +29.1% | +19.1% | +10.0% | +30.4% |
| 1Y | +36.8% | -38.3% | +75.1% | +39.5% |
| All | +36.8% | -42.3% | +79.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling