+76.2%
USO vs CCEP
+239.6%
-163.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +3.0% |
| 7D | +6.2% | -3.7% | +9.9% | +6.7% |
| 30D | +19.1% | -2.1% | +21.2% | +19.3% |
| 3M | +14.2% | +7.2% | +7.0% | +12.8% |
| 6M | +43.7% | +3.3% | +40.5% | +42.4% |
| YTD | +116.8% | +15.7% | +101.2% | +109.9% |
| 1Y | +104.3% | +16.6% | +87.8% | +97.2% |
| 3Y | +91.5% | +84.3% | +7.3% | +67.6% |
| 5Y | +214.1% | +109.0% | +105.1% | +164.2% |
| All | +76.2% | +239.6% | -163.4% | +47.8% |
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