+79.4%
AMZN vs OSCR
+401.8%
-322.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.4% | +1.9% |
| 7D | -0.7% | +1.6% | -2.3% | -0.8% |
| 30D | -3.9% | +10.7% | -14.6% | -4.8% |
| 3M | +6.3% | +13.4% | -7.0% | +4.8% |
| 6M | +20.8% | +144.6% | -123.8% | +10.3% |
| YTD | +11.2% | +128.0% | -116.8% | +2.0% |
| 1Y | +11.7% | +68.7% | -57.0% | +4.2% |
| 3Y | +79.4% | +398.8% | -319.3% | +46.4% |
| All | +79.4% | +401.8% | -322.4% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling