+105.1%
OSCR vs CP
+35.2%
+69.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.5% | +5.1% | +7.3% |
| 7D | +15.5% | +5.6% | +9.9% | +13.3% |
| 30D | +8.5% | +10.0% | -1.5% | +5.1% |
| 3M | +15.8% | +4.4% | +11.4% | +14.4% |
| 6M | +89.5% | +14.1% | +75.4% | +80.3% |
| YTD | +144.9% | +29.1% | +115.8% | +126.7% |
| 1Y | +105.1% | +34.6% | +70.5% | +77.8% |
| All | +105.1% | +35.2% | +69.8% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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