+75.5%
OSCR vs CCEP
+24.3%
+51.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +1.5% |
| 7D | +5.8% | -3.1% | +8.9% | +7.4% |
| 30D | +7.1% | -2.6% | +9.7% | +8.5% |
| 3M | +36.7% | +14.9% | +21.7% | +30.9% |
| 6M | +114.3% | +2.3% | +112.0% | +105.2% |
| YTD | +124.4% | +17.8% | +106.6% | +111.9% |
| 1Y | +75.5% | +24.2% | +51.3% | +64.1% |
| All | +75.5% | +24.3% | +51.2% | +64.1% |
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