+202.4%
ZETA vs CCEP
+148.1%
+54.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.3% | +5.7% |
| 7D | -0.4% | +2.6% | -3.0% | -1.5% |
| 30D | -8.0% | +15.1% | -23.2% | -13.3% |
| 3M | +21.4% | +7.3% | +14.1% | +17.5% |
| 6M | +80.1% | +23.4% | +56.7% | +64.6% |
| YTD | +52.5% | +29.4% | +23.1% | +34.8% |
| 1Y | +58.5% | +34.2% | +24.2% | +37.6% |
| 3Y | +281.7% | +108.4% | +173.3% | +139.3% |
| All | +202.4% | +148.1% | +54.3% | +70.2% |
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