-5.8%
OSCR vs ACI
+10.9%
-16.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.7% | +0.2% |
| 7D | +1.6% | -3.7% | +5.4% | +2.1% |
| 30D | +10.7% | +0.6% | +10.1% | +10.6% |
| 3M | +13.4% | -20.3% | +33.7% | +16.1% |
| 6M | +144.6% | -24.7% | +169.2% | +152.1% |
| YTD | +128.0% | -27.2% | +155.3% | +135.1% |
| 1Y | +68.7% | -32.7% | +101.4% | +75.9% |
| 3Y | +398.8% | -43.9% | +442.7% | +432.1% |
| 5Y | +87.3% | -38.9% | +126.1% | +92.6% |
| All | -5.8% | +10.9% | -16.8% | -2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling