-9.7%
JD vs OSCR
+104.5%
-114.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.6% | -5.5% | +2.6% |
| 7D | +9.0% | +15.5% | -6.5% | +8.1% |
| 30D | +5.2% | +8.5% | -3.3% | +4.7% |
| 3M | -15.9% | +15.8% | -31.7% | -16.6% |
| 6M | -7.7% | +89.5% | -97.2% | -11.7% |
| YTD | +0.1% | +144.9% | -144.8% | -6.3% |
| 1Y | -9.7% | +105.1% | -114.8% | -14.9% |
| All | -9.7% | +104.5% | -114.2% | -14.9% |
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