+91.5%
OSCR vs COO
-52.5%
+144.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | +1.6% | -22.5% | +24.1% | +18.4% |
| 30D | +10.7% | -29.7% | +40.4% | +37.9% |
| 3M | +13.4% | -20.1% | +33.5% | +28.7% |
| 6M | +144.6% | -26.9% | +171.5% | +194.4% |
| YTD | +128.0% | -34.2% | +162.3% | +194.9% |
| 1Y | +68.7% | -21.3% | +89.9% | +90.8% |
| 3Y | +398.8% | -38.7% | +437.4% | +529.0% |
| All | +91.5% | -52.5% | +144.0% | +222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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