+7.7%
OACC vs SPY
+28.7%
-21.1%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -0.3% | -0.8% | +0.4% | -0.3% |
| 30D | 0.0% | -1.1% | +1.1% | +0.1% |
| 3M | +1.0% | +3.9% | -2.9% | +0.8% |
| 6M | +0.6% | +13.6% | -13.0% | 0.0% |
| YTD | +1.7% | +12.7% | -10.9% | +1.2% |
| 1Y | +2.6% | +17.5% | -14.9% | +1.8% |
| All | +7.7% | +28.7% | -21.1% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling