+94.8%
OSCR vs AZO
-10.2%
+105.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.6% |
| 7D | +7.8% | +5.5% | +2.3% | +6.8% |
| 30D | +2.6% | +14.2% | -11.6% | +0.5% |
| 3M | +10.2% | +7.9% | +2.3% | +9.0% |
| 6M | +84.9% | -6.6% | +91.5% | +87.0% |
| YTD | +130.9% | -2.4% | +133.3% | +136.7% |
| 1Y | +94.8% | -9.6% | +104.5% | +100.1% |
| All | +94.8% | -10.2% | +105.0% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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