+157.5%
OSCR vs DOC
-20.4%
+177.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -4.0% |
| 7D | -8.8% | +1.0% | -9.8% | -9.4% |
| 30D | -5.6% | +8.1% | -13.7% | -10.4% |
| 3M | +14.8% | +0.9% | +13.9% | +13.8% |
| 6M | +46.0% | +6.3% | +39.7% | +39.9% |
| YTD | +123.5% | +33.8% | +89.7% | +80.6% |
| 1Y | +116.2% | +21.6% | +94.6% | +86.9% |
| 3Y | +351.6% | +53.4% | +298.2% | +205.7% |
| 5Y | +157.5% | -21.0% | +178.5% | +225.5% |
| All | +157.5% | -20.4% | +177.9% | +225.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 5y: compounded portfolio wealth divided by compounded DOC 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…
5y analysis · Full analysis span regression · 6 months rolling