-8.7%
OSCR vs CCEP
+133.0%
-141.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.2% | -2.4% |
| 7D | +4.7% | -3.7% | +8.4% | +6.9% |
| 30D | +14.8% | -2.1% | +16.9% | +16.1% |
| 3M | +16.7% | +7.2% | +9.5% | +12.8% |
| 6M | +127.5% | +3.3% | +124.2% | +123.5% |
| YTD | +121.0% | +15.7% | +105.3% | +103.5% |
| 1Y | +58.4% | +16.6% | +41.8% | +44.9% |
| 3Y | +392.4% | +84.3% | +308.1% | +239.7% |
| 5Y | +80.5% | +109.0% | -28.6% | +10.6% |
| All | -8.7% | +133.0% | -141.7% | -47.9% |
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 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