+21.9%
CCL vs ZETA
+84.8%
-62.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.6% | +6.8% |
| 7D | +11.6% | -5.0% | +16.6% | +12.6% |
| 30D | +22.5% | -3.3% | +25.9% | +23.2% |
| 3M | +6.4% | +31.0% | -24.6% | -0.1% |
| 6M | +23.4% | +72.2% | -48.8% | +7.5% |
| YTD | +4.2% | +56.2% | -52.0% | -9.0% |
| 1Y | +21.9% | +90.3% | -68.4% | +1.0% |
| All | +21.9% | +84.8% | -62.9% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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