-15.0%
ZBH vs CCEP
+140.3%
-155.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.4% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | +13.6% | +11.0% | +2.6% | +9.6% |
| 3M | +7.1% | +9.2% | -2.1% | +3.9% |
| 6M | +26.1% | +27.2% | -1.1% | +16.1% |
| YTD | +17.2% | +30.3% | -13.1% | +6.7% |
| 1Y | +17.4% | +28.7% | -11.3% | +7.2% |
| 3Y | +2.0% | +109.4% | -107.4% | -23.8% |
| 5Y | -15.0% | +144.1% | -159.0% | -42.0% |
| All | -15.0% | +140.3% | -155.3% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling