-5.8%
OSCR vs CPB
-42.9%
+37.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +1.6% | -1.8% | +3.4% | +1.6% |
| 30D | +10.7% | -7.1% | +17.8% | +10.7% |
| 3M | +13.4% | -6.0% | +19.4% | +13.4% |
| 6M | +144.6% | -5.3% | +149.8% | +144.5% |
| YTD | +128.0% | -20.8% | +148.9% | +127.0% |
| 1Y | +68.7% | -33.8% | +102.5% | +68.4% |
| 3Y | +398.8% | -43.7% | +442.5% | +394.1% |
| 5Y | +87.3% | -40.7% | +128.0% | +86.0% |
| All | -5.8% | -42.9% | +37.1% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling