-33.3%
LULU vs OSCR
+93.2%
-126.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.7% | +5.5% | +0.3% |
| 7D | +1.8% | +7.8% | -6.0% | +1.0% |
| 30D | +19.4% | +2.6% | +16.8% | +19.0% |
| 3M | -9.5% | +10.2% | -19.7% | -10.4% |
| 6M | -14.2% | +84.9% | -99.1% | -18.9% |
| YTD | -46.2% | +130.9% | -177.1% | -50.6% |
| 1Y | -33.3% | +94.8% | -128.1% | -38.7% |
| All | -33.3% | +93.2% | -126.6% | -38.7% |
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