-41.2%
ZS vs CCEP
+18.5%
-59.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.1% | +1.3% |
| 7D | -3.8% | -3.7% | -0.2% | -5.6% |
| 30D | -6.0% | -2.1% | -3.9% | -6.9% |
| 3M | +32.0% | +7.2% | +24.8% | +38.1% |
| 6M | +2.1% | +3.3% | -1.1% | +6.0% |
| YTD | -26.2% | +15.7% | -41.8% | -20.1% |
| 1Y | -41.2% | +16.6% | -57.7% | -34.8% |
| All | -41.2% | +18.5% | -59.7% | -34.8% |
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