+75.5%
OSCR vs ACI
-32.3%
+107.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +5.8% | +0.2% | +5.7% | +5.8% |
| 30D | +7.1% | +5.9% | +1.2% | +6.8% |
| 3M | +36.7% | -19.8% | +56.4% | +37.7% |
| 6M | +114.3% | -24.7% | +139.0% | +116.3% |
| YTD | +124.4% | -24.4% | +148.8% | +122.3% |
| 1Y | +75.5% | -31.5% | +107.0% | +99.3% |
| All | +75.5% | -32.3% | +107.8% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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