-40.2%
OCCI price history and return analytics
+152.4%
-192.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +1.6% | +1.0% | +0.6% | +0.9% |
| 30D | +3.5% | -0.2% | +3.8% | +3.7% |
| 3M | -16.3% | +4.5% | -20.9% | -19.0% |
| 6M | -0.3% | +14.1% | -14.3% | -9.2% |
| YTD | -37.6% | +14.8% | -52.3% | -43.5% |
| 1Y | -44.8% | +21.2% | -66.0% | -52.0% |
| 3Y | -36.6% | +76.6% | -113.2% | -58.1% |
| 5Y | -47.0% | +66.6% | -113.6% | -63.8% |
| All | -40.2% | +152.4% | -192.6% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling