+214.1%
USO vs CCEP
+105.2%
+108.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +2.4% |
| 7D | +6.2% | -3.7% | +9.9% | +5.8% |
| 30D | +19.1% | -2.1% | +21.2% | +18.9% |
| 3M | +14.2% | +7.2% | +7.0% | +14.9% |
| 6M | +43.7% | +3.3% | +40.5% | +45.2% |
| YTD | +116.8% | +15.7% | +101.2% | +117.8% |
| 1Y | +104.3% | +16.6% | +87.8% | +105.2% |
| 3Y | +91.5% | +84.3% | +7.3% | +90.2% |
| 5Y | +214.1% | +109.0% | +105.1% | +226.0% |
| All | +214.1% | +105.2% | +108.8% | +226.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling