+341.8%
ZETA vs CCEP
+108.6%
+233.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.1% |
| 7D | -2.4% | -1.0% | -1.5% | -2.0% |
| 30D | +15.6% | -1.6% | +17.2% | +16.2% |
| 3M | +41.5% | +11.9% | +29.6% | +35.4% |
| 6M | +63.4% | +7.5% | +56.0% | +58.3% |
| YTD | +51.3% | +18.7% | +32.6% | +39.0% |
| 1Y | +65.8% | +21.4% | +44.4% | +50.5% |
| 3Y | +279.2% | +89.1% | +190.1% | +150.8% |
| 5Y | +341.8% | +108.7% | +233.0% | +223.0% |
| All | +341.8% | +108.6% | +233.2% | +223.0% |
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