-43.6%
ZS vs CCEP
+140.5%
-184.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.7% |
| 7D | -13.7% | +1.8% | -15.4% | -14.1% |
| 30D | -14.2% | +12.2% | -26.3% | -17.6% |
| 3M | +8.5% | +10.7% | -2.1% | +4.5% |
| 6M | +30.2% | +27.5% | +2.7% | +18.4% |
| YTD | -13.8% | +31.3% | -45.2% | -24.3% |
| 1Y | -41.5% | +29.9% | -71.4% | -48.4% |
| 3Y | +10.7% | +111.1% | -100.4% | -29.4% |
| 5Y | -43.6% | +142.3% | -185.9% | -70.2% |
| All | -43.6% | +140.5% | -184.1% | -70.2% |
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