+8.0%
ZS vs CCEP
+113.9%
-105.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.2% |
| 7D | -2.6% | +2.1% | -4.7% | -2.4% |
| 30D | -12.8% | +10.6% | -23.4% | -12.1% |
| 3M | +2.3% | +10.3% | -8.0% | +3.1% |
| 6M | +26.3% | +31.1% | -4.8% | +28.5% |
| YTD | -14.4% | +32.1% | -46.6% | -14.6% |
| 1Y | -37.6% | +32.8% | -70.5% | -37.9% |
| 3Y | +8.0% | +111.3% | -103.3% | -6.9% |
| All | +8.0% | +113.9% | -105.8% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling