-67.2%
ZM vs CCEP
+108.6%
-175.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.6% | -5.0% |
| 7D | +1.6% | -1.0% | +2.6% | +1.9% |
| 30D | -7.7% | -1.6% | -6.1% | -7.4% |
| 3M | -4.7% | +11.9% | -16.5% | -8.1% |
| 6M | +24.4% | +7.5% | +17.0% | +21.0% |
| YTD | +11.8% | +18.7% | -7.0% | +4.3% |
| 1Y | +13.4% | +21.4% | -8.0% | +4.6% |
| 3Y | +33.8% | +89.1% | -55.3% | -1.3% |
| 5Y | -67.2% | +108.7% | -175.9% | -78.2% |
| All | -67.2% | +108.6% | -175.7% | -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