+398.8%
OSCR vs AEE
+46.3%
+352.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.6% | -0.8% | +2.4% | +1.8% |
| 30D | +10.7% | -2.9% | +13.6% | +11.4% |
| 3M | +13.4% | -2.4% | +15.8% | +13.9% |
| 6M | +144.6% | -2.7% | +147.3% | +145.4% |
| YTD | +128.0% | +7.3% | +120.8% | +122.8% |
| 1Y | +68.7% | +7.5% | +61.1% | +65.6% |
| 3Y | +398.8% | +46.2% | +352.6% | +355.6% |
| All | +398.8% | +46.3% | +352.5% | +355.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling