-6.4%
OSCR vs BIDU
-70.2%
+63.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.1% | +3.0% |
| 7D | +1.1% | -5.2% | +6.3% | +2.4% |
| 30D | +16.5% | -14.5% | +31.0% | +20.9% |
| 3M | +17.0% | -22.9% | +39.9% | +24.5% |
| 6M | +145.0% | -27.8% | +172.8% | +163.6% |
| YTD | +126.7% | -30.7% | +157.4% | +144.3% |
| 1Y | +67.2% | -15.8% | +83.1% | +68.5% |
| 3Y | +405.1% | -33.2% | +438.3% | +424.6% |
| 5Y | +86.2% | -44.8% | +131.0% | +84.8% |
| All | -6.4% | -70.2% | +63.8% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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