+323.8%
OCC price history and return analytics
+74.4%
+249.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +2.3% |
| 7D | -10.1% | -0.1% | -9.9% | -8.6% |
| 30D | -31.9% | -3.1% | -28.8% | -27.2% |
| 3M | -30.0% | -3.5% | -26.5% | -24.7% |
| 6M | +4.1% | +0.5% | +3.6% | +7.5% |
| YTD | +141.9% | +10.8% | +131.1% | +121.7% |
| 1Y | +32.4% | +11.9% | +20.5% | +19.7% |
| 3Y | +323.8% | +73.0% | +250.8% | +212.4% |
| All | +323.8% | +74.4% | +249.4% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling