+48.0%
BAX vs OSCR
+104.5%
-56.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.6% | -4.6% | +3.0% |
| 7D | +4.1% | +15.5% | -11.4% | +2.4% |
| 30D | +9.4% | +8.5% | +0.9% | +8.3% |
| 3M | -6.5% | +15.8% | -22.3% | -8.3% |
| 6M | +59.6% | +89.5% | -29.9% | +46.6% |
| YTD | +38.9% | +144.9% | -106.0% | +23.2% |
| 1Y | +48.0% | +105.1% | -57.1% | +32.0% |
| All | +48.0% | +104.5% | -56.5% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling