-63.8%
ZM vs CCEP
+139.0%
-202.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | -1.0% | +5.4% | -6.4% | -2.5% |
| 30D | -7.0% | +12.8% | -19.7% | -10.4% |
| 3M | -15.2% | +10.9% | -26.1% | -18.1% |
| 6M | -16.8% | +25.6% | -42.4% | -23.0% |
| YTD | +5.4% | +31.0% | -25.6% | -5.2% |
| 1Y | +9.3% | +32.3% | -22.9% | -2.0% |
| 3Y | +46.5% | +110.5% | -64.0% | +1.8% |
| 5Y | -63.8% | +141.8% | -205.6% | -78.2% |
| All | -63.8% | +139.0% | -202.8% | -78.2% |
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