-36.7%
ZS vs CCEP
+24.3%
-61.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -6.0% |
| 7D | -7.8% | -3.1% | -4.8% | -9.3% |
| 30D | +5.0% | -2.6% | +7.6% | +3.8% |
| 3M | +25.5% | +14.9% | +10.6% | +37.3% |
| 6M | +8.7% | +2.3% | +6.4% | +12.0% |
| YTD | -24.5% | +17.8% | -42.4% | -18.3% |
| 1Y | -36.7% | +24.2% | -60.9% | -30.2% |
| All | -36.7% | +24.3% | -61.0% | -30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling