-49.6%
ZTS vs CCEP
+24.3%
-73.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.5% |
| 7D | -2.0% | -3.1% | +1.1% | -0.8% |
| 30D | +1.9% | -2.6% | +4.5% | +2.8% |
| 3M | -4.0% | +14.9% | -18.9% | -9.9% |
| 6M | -39.1% | +2.3% | -41.4% | -41.0% |
| YTD | -38.8% | +17.8% | -56.7% | -42.0% |
| 1Y | -49.6% | +24.2% | -73.8% | -51.9% |
| All | -49.6% | +24.3% | -73.8% | -51.9% |
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 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