+75.5%
OSCR vs CP
+19.9%
+55.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +5.8% | -2.7% | +8.5% | +6.9% |
| 30D | +7.1% | +0.2% | +6.9% | +7.1% |
| 3M | +36.7% | +2.6% | +34.1% | +35.3% |
| 6M | +114.3% | +6.0% | +108.3% | +105.5% |
| YTD | +124.4% | +24.9% | +99.5% | +103.2% |
| 1Y | +75.5% | +20.1% | +55.4% | +62.3% |
| All | +75.5% | +19.9% | +55.5% | +62.3% |
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