+383.4%
OSCR vs ALLE
+44.7%
+338.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.8% | -1.0% | -3.0% |
| 7D | +4.7% | -2.2% | +6.9% | +5.4% |
| 30D | +14.8% | -8.3% | +23.1% | +17.5% |
| 3M | +16.7% | +16.3% | +0.4% | +11.1% |
| 6M | +127.5% | +1.8% | +125.7% | +126.1% |
| YTD | +121.0% | -3.9% | +125.0% | +122.1% |
| 1Y | +58.4% | -10.0% | +68.4% | +63.9% |
| All | +383.4% | +44.7% | +338.7% | +278.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling