+75.5%
OSCR vs CPB
-32.6%
+108.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.1% |
| 7D | +5.8% | -8.6% | +14.4% | +5.9% |
| 30D | +7.1% | -7.2% | +14.4% | +7.0% |
| 3M | +36.7% | +0.9% | +35.8% | +37.4% |
| 6M | +114.3% | -11.8% | +126.1% | +106.5% |
| YTD | +124.4% | -19.4% | +143.8% | +112.1% |
| 1Y | +75.5% | -30.4% | +105.8% | +65.1% |
| All | +75.5% | -32.6% | +108.1% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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