-32.6%
AAL vs OSCR
+96.8%
-129.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.7% | +1.2% |
| 7D | -0.9% | +1.6% | -2.5% | -1.2% |
| 30D | -12.9% | +10.7% | -23.5% | -14.3% |
| 3M | -11.2% | +13.4% | -24.5% | -13.4% |
| 6M | +17.8% | +144.6% | -126.7% | +1.0% |
| YTD | -15.1% | +128.0% | -143.2% | -26.7% |
| 1Y | +0.5% | +68.7% | -68.2% | -10.4% |
| 3Y | -7.7% | +398.8% | -406.4% | -37.8% |
| All | -32.6% | +96.8% | -129.4% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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