-5.8%
OSCR vs AZO
+143.0%
-148.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +1.6% | -3.6% | +5.2% | +2.3% |
| 30D | +10.7% | -5.6% | +16.2% | +11.8% |
| 3M | +13.4% | -6.6% | +20.0% | +14.6% |
| 6M | +144.6% | -22.5% | +167.1% | +155.0% |
| YTD | +128.0% | -15.2% | +143.2% | +133.8% |
| 1Y | +68.7% | -33.9% | +102.6% | +80.5% |
| 3Y | +398.8% | +11.8% | +387.0% | +368.0% |
| 5Y | +87.3% | +85.5% | +1.7% | +83.4% |
| All | -5.8% | +143.0% | -148.8% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling