+398.8%
OSCR vs BHP
+71.6%
+327.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +1.6% | -3.6% | +5.2% | +2.6% |
| 30D | +10.7% | -1.2% | +11.9% | +10.7% |
| 3M | +13.4% | +1.2% | +12.2% | +12.4% |
| 6M | +144.6% | +21.4% | +123.1% | +126.1% |
| YTD | +128.0% | +50.4% | +77.6% | +96.7% |
| 1Y | +68.7% | +67.5% | +1.1% | +40.2% |
| 3Y | +398.8% | +72.8% | +326.0% | +307.5% |
| All | +398.8% | +71.6% | +327.2% | +307.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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