+68.7%
OSCR vs CCEP
+18.3%
+50.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.6% | -2.8% | +4.4% | +3.0% |
| 30D | +10.7% | -4.0% | +14.7% | +12.9% |
| 3M | +13.4% | +5.2% | +8.2% | +12.2% |
| 6M | +144.6% | +2.7% | +141.8% | +136.7% |
| YTD | +128.0% | +14.5% | +113.5% | +121.3% |
| 1Y | +68.7% | +17.2% | +51.5% | +64.3% |
| All | +68.7% | +18.3% | +50.4% | +64.3% |
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