+467.5%
LITE vs OSCR
+58.2%
+409.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.6% | -8.0% | -5.5% |
| 7D | +10.4% | +1.1% | +9.4% | +10.4% |
| 30D | +14.0% | +16.5% | -2.5% | +13.1% |
| 3M | +9.7% | +17.0% | -7.3% | +8.7% |
| 6M | +39.2% | +145.0% | -105.7% | +24.5% |
| YTD | +153.9% | +126.7% | +27.1% | +127.2% |
| 1Y | +467.5% | +67.2% | +400.3% | +404.2% |
| All | +467.5% | +58.2% | +409.3% | +404.2% |
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