-59.5%
CSGP vs OSCR
-10.4%
-49.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.4% |
| 7D | -4.1% | +5.8% | -9.9% | -4.6% |
| 30D | +2.3% | +7.1% | -4.8% | +1.6% |
| 3M | -8.2% | +36.7% | -44.8% | -10.9% |
| 6M | -35.1% | +114.3% | -149.3% | -39.8% |
| YTD | -54.0% | +124.4% | -178.5% | -57.7% |
| 1Y | -65.3% | +75.5% | -140.8% | -67.6% |
| 3Y | -62.6% | +390.1% | -452.7% | -70.3% |
| 5Y | -64.8% | +77.1% | -141.9% | -71.8% |
| All | -59.5% | -10.4% | -49.1% | -65.6% |
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