-8.7%
OSCR vs A
+22.5%
-31.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -2.9% |
| 7D | +4.7% | -4.4% | +9.1% | +7.4% |
| 30D | +14.8% | -2.7% | +17.5% | +16.2% |
| 3M | +16.7% | +7.0% | +9.6% | +11.0% |
| 6M | +127.5% | +24.6% | +102.9% | +93.0% |
| YTD | +121.0% | +7.0% | +114.0% | +107.1% |
| 1Y | +58.4% | +15.6% | +42.8% | +40.4% |
| 3Y | +392.4% | +29.9% | +362.5% | +272.0% |
| 5Y | +80.5% | -15.4% | +95.8% | +89.7% |
| All | -8.7% | +22.5% | -31.2% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 all: compounded portfolio wealth divided by compounded A 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…
all analysis · Full analysis span regression · 6 months rolling