+404.9%
CORZ vs OSCR
+186.3%
+218.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.6% | -6.6% | -4.4% |
| 7D | -3.0% | +1.1% | -4.0% | -3.1% |
| 30D | -12.1% | +16.5% | -28.6% | -14.2% |
| 3M | -32.4% | +17.0% | -49.4% | -34.2% |
| 6M | +12.4% | +145.0% | -132.6% | -3.8% |
| YTD | +19.3% | +126.7% | -107.4% | +3.1% |
| 1Y | +8.6% | +67.2% | -58.6% | -3.4% |
| All | +404.9% | +186.3% | +218.7% | +267.2% |
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