+48.6%
JBL vs OSCR
+64.1%
-15.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.6% | +4.5% | +5.0% |
| 7D | +2.4% | +1.6% | +0.8% | +2.4% |
| 30D | -13.1% | +10.7% | -23.8% | -13.4% |
| 3M | -15.6% | +13.4% | -28.9% | -15.9% |
| 6M | +24.6% | +144.6% | -120.0% | +17.6% |
| YTD | +39.6% | +128.0% | -88.4% | +31.8% |
| 1Y | +48.6% | +68.7% | -20.0% | +39.7% |
| All | +48.6% | +64.1% | -15.5% | +39.7% |
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