+303.5%
MXL vs OSCR
+75.7%
+227.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +1.6% | +5.8% | -4.2% | +0.7% |
| 30D | -7.0% | +7.1% | -14.1% | -8.3% |
| 3M | -33.4% | +36.7% | -70.1% | -37.2% |
| 6M | +260.2% | +114.3% | +145.9% | +194.9% |
| YTD | +260.0% | +124.4% | +135.5% | +190.5% |
| 1Y | +303.5% | +75.5% | +228.0% | +246.1% |
| All | +303.5% | +75.7% | +227.7% | +246.1% |
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