-7.3%
OSCR vs DOC
-6.7%
-0.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +1.2% |
| 7D | +5.8% | -1.5% | +7.3% | +6.8% |
| 30D | +7.1% | -4.8% | +11.9% | +10.7% |
| 3M | +36.7% | +6.9% | +29.8% | +31.1% |
| 6M | +114.3% | +20.7% | +93.5% | +89.0% |
| YTD | +124.4% | +34.1% | +90.3% | +83.3% |
| 1Y | +75.5% | +22.6% | +52.8% | +52.2% |
| 3Y | +390.1% | +20.8% | +369.3% | +315.7% |
| 5Y | +77.1% | -24.9% | +102.0% | +108.2% |
| All | -7.3% | -6.7% | -0.7% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling