-29.3%
ZTS vs CCEP
+30.9%
-60.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.3% |
| 7D | +5.6% | +2.1% | +3.5% | +4.4% |
| 30D | +12.1% | +10.6% | +1.5% | +6.4% |
| 3M | +11.3% | +10.3% | +1.0% | +5.5% |
| 6M | +14.3% | +31.1% | -16.8% | -2.3% |
| YTD | -31.9% | +32.1% | -64.0% | -40.7% |
| 1Y | -29.3% | +32.8% | -62.1% | -39.1% |
| All | -29.3% | +30.9% | -60.2% | -39.1% |
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