-31.6%
ZS vs CCEP
+36.9%
-68.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | +1.7% |
| 7D | -12.3% | +4.2% | -16.5% | -10.2% |
| 30D | +11.2% | +14.2% | -2.9% | +18.8% |
| 3M | +37.5% | +9.1% | +28.4% | +43.8% |
| 6M | +57.8% | +26.9% | +31.0% | +84.2% |
| YTD | -0.2% | +29.1% | -29.3% | +13.0% |
| 1Y | -31.6% | +36.8% | -68.4% | -24.6% |
| All | -31.6% | +36.9% | -68.5% | -24.6% |
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