+49.5%
JBL vs OSCR
+75.7%
-26.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +3.0% | +5.8% | -2.8% | +2.9% |
| 30D | -8.3% | +7.1% | -15.4% | -8.5% |
| 3M | -16.9% | +36.7% | -53.6% | -17.7% |
| 6M | +21.8% | +114.3% | -92.5% | +15.4% |
| YTD | +36.3% | +124.4% | -88.1% | +29.1% |
| 1Y | +49.5% | +75.5% | -26.0% | +40.6% |
| All | +49.5% | +75.7% | -26.2% | +40.6% |
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 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