+398.8%
OSCR vs CPB
-43.0%
+441.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +1.6% | -1.8% | +3.4% | +1.7% |
| 30D | +10.7% | -7.1% | +17.8% | +11.0% |
| 3M | +13.4% | -6.0% | +19.4% | +13.6% |
| 6M | +144.6% | -5.3% | +149.8% | +144.8% |
| YTD | +128.0% | -20.8% | +148.9% | +128.2% |
| 1Y | +68.7% | -33.8% | +102.5% | +71.3% |
| 3Y | +398.8% | -43.7% | +442.5% | +390.1% |
| All | +398.8% | -43.0% | +441.8% | +390.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling