+29.2%
OWL vs CCEP
+193.5%
-164.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.1% | +1.8% | -3.9% | -2.8% |
| 30D | +11.6% | +12.2% | -0.6% | +7.0% |
| 3M | -13.8% | +10.7% | -24.5% | -17.0% |
| 6M | +7.8% | +27.5% | -19.6% | -1.9% |
| YTD | -25.8% | +31.3% | -57.1% | -34.0% |
| 1Y | -26.5% | +29.9% | -56.4% | -34.3% |
| 3Y | -9.6% | +111.1% | -120.7% | -37.6% |
| 5Y | -20.8% | +142.3% | -163.2% | -51.3% |
| All | +29.2% | +193.5% | -164.3% | -27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling