-20.5%
ZBH vs CCEP
+84.3%
-104.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +1.0% |
| 7D | -4.9% | -3.7% | -1.2% | -4.1% |
| 30D | -3.2% | -2.1% | -1.2% | -2.8% |
| 3M | +5.8% | +7.2% | -1.3% | +4.1% |
| 6M | +2.0% | +3.3% | -1.3% | +1.0% |
| YTD | +5.8% | +15.7% | -9.9% | +2.1% |
| 1Y | -7.9% | +16.6% | -24.5% | -11.4% |
| All | -20.5% | +84.3% | -104.8% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling