-54.9%
CSGP vs OSCR
+107.5%
-162.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.1% | -7.1% | -3.4% |
| 7D | -3.2% | +3.3% | -6.4% | -3.5% |
| 30D | +2.2% | +0.3% | +1.9% | +2.0% |
| 3M | -3.7% | +21.0% | -24.6% | -5.2% |
| 6M | -7.4% | +57.1% | -64.5% | -10.1% |
| YTD | -54.9% | +132.9% | -187.8% | -57.0% |
| 1Y | -54.9% | +129.1% | -184.0% | -56.9% |
| All | -54.9% | +107.5% | -162.4% | -56.9% |
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