+67.2%
OSCR vs ALLE
-10.4%
+77.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.6% |
| 7D | +1.1% | -2.8% | +3.8% | +1.6% |
| 30D | +16.5% | -10.2% | +26.7% | +18.7% |
| 3M | +17.0% | +17.4% | -0.4% | +12.6% |
| 6M | +145.0% | +3.3% | +141.6% | +145.0% |
| YTD | +126.7% | -4.2% | +131.0% | +121.8% |
| 1Y | +67.2% | -10.5% | +77.8% | +87.9% |
| All | +67.2% | -10.4% | +77.6% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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