-17.4%
ZBH vs CCEP
+236.1%
-253.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -4.7% | -2.8% | -1.8% | -3.6% |
| 30D | -4.5% | -4.0% | -0.5% | -3.0% |
| 3M | +7.6% | +5.2% | +2.4% | +5.3% |
| 6M | +0.3% | +2.7% | -2.4% | -1.2% |
| YTD | +4.5% | +14.5% | -10.0% | -1.6% |
| 1Y | -9.4% | +17.2% | -26.5% | -15.6% |
| 3Y | -21.5% | +79.3% | -100.8% | -39.5% |
| 5Y | -28.4% | +106.8% | -135.2% | -49.1% |
| All | -17.4% | +236.1% | -253.5% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 10y: compounded portfolio wealth divided by compounded CCEP 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…
10y analysis · Full analysis span regression · 6 months rolling