+51.0%
HPQ vs OSCR
+96.8%
-45.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.3% |
| 7D | +9.8% | +1.6% | +8.1% | +9.6% |
| 30D | +22.4% | +10.7% | +11.7% | +21.1% |
| 3M | +45.2% | +13.4% | +31.8% | +43.0% |
| 6M | +96.4% | +144.6% | -48.1% | +79.2% |
| YTD | +65.4% | +128.0% | -62.7% | +51.3% |
| 1Y | +31.6% | +68.7% | -37.1% | +22.9% |
| 3Y | +37.0% | +398.8% | -361.8% | +8.4% |
| All | +51.0% | +96.8% | -45.9% | +17.0% |
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 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