-29.8%
ZBH vs CCEP
+110.6%
-140.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.7% | -4.2% |
| 7D | -5.2% | -1.0% | -4.2% | -4.9% |
| 30D | -2.4% | -1.6% | -0.8% | -1.9% |
| 3M | +8.3% | +11.9% | -3.6% | +4.3% |
| 6M | +0.7% | +7.5% | -6.8% | -2.0% |
| YTD | +5.3% | +18.7% | -13.4% | -0.9% |
| 1Y | -9.1% | +21.4% | -30.5% | -15.3% |
| 3Y | -19.7% | +89.1% | -108.8% | -37.4% |
| All | -29.8% | +110.6% | -140.4% | -50.7% |
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 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