+80.5%
OSCR vs AVAV
+33.5%
+46.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.4% | +1.6% | -2.4% |
| 7D | +4.7% | -3.2% | +7.9% | +5.6% |
| 30D | +14.8% | -25.6% | +40.3% | +23.7% |
| 3M | +16.7% | -20.2% | +36.9% | +21.5% |
| 6M | +127.5% | -38.1% | +165.6% | +150.7% |
| YTD | +121.0% | -41.8% | +162.8% | +140.7% |
| 1Y | +58.4% | -39.0% | +97.4% | +70.8% |
| 3Y | +392.4% | +24.1% | +368.3% | +276.3% |
| 5Y | +80.5% | +53.0% | +27.4% | +14.3% |
| All | +80.5% | +33.5% | +46.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling