+44.9%
IBKR vs OSCR
+64.1%
-19.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | -1.3% | +1.6% | -3.0% | -1.7% |
| 30D | -0.2% | +10.7% | -10.9% | -2.2% |
| 3M | +3.0% | +13.4% | -10.4% | +0.2% |
| 6M | +33.9% | +144.6% | -110.7% | +11.7% |
| YTD | +42.5% | +128.0% | -85.5% | +19.7% |
| 1Y | +44.9% | +68.7% | -23.8% | +25.7% |
| All | +44.9% | +64.1% | -19.3% | +25.7% |
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