+414.5%
ZS vs CCEP
+226.4%
+188.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -3.9% |
| 7D | -7.8% | -3.1% | -4.8% | -7.2% |
| 30D | +5.0% | -2.6% | +7.6% | +5.5% |
| 3M | +25.5% | +14.9% | +10.6% | +21.9% |
| 6M | +8.7% | +2.3% | +6.4% | +7.7% |
| YTD | -24.5% | +17.8% | -42.4% | -28.0% |
| 1Y | -36.7% | +24.2% | -60.9% | -40.6% |
| 3Y | +7.2% | +84.7% | -77.5% | -9.9% |
| 5Y | -40.9% | +103.2% | -144.1% | -52.7% |
| All | +414.5% | +226.4% | +188.1% | +257.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling