+175.2%
AAPL vs OSCR
-9.5%
+184.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +3.4% |
| 7D | -0.5% | +1.1% | -1.6% | -0.6% |
| 30D | +7.1% | +16.5% | -9.4% | +5.8% |
| 3M | +12.1% | +17.0% | -4.9% | +10.4% |
| 6M | +25.4% | +145.0% | -119.5% | +15.8% |
| YTD | +20.5% | +126.7% | -106.3% | +11.6% |
| 1Y | +44.5% | +67.2% | -22.7% | +36.1% |
| 3Y | +85.8% | +405.1% | -319.4% | +49.8% |
| 5Y | +124.8% | +86.2% | +38.6% | +77.4% |
| All | +175.2% | -9.5% | +184.7% | +136.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling