+75.5%
OSCR vs EFX
-25.2%
+100.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +1.7% |
| 7D | +5.8% | -8.6% | +14.5% | +8.4% |
| 30D | +7.1% | +0.1% | +7.0% | +7.0% |
| 3M | +36.7% | +3.8% | +32.8% | +34.5% |
| 6M | +114.3% | -13.5% | +127.8% | +118.5% |
| YTD | +124.4% | -17.7% | +142.1% | +135.2% |
| 1Y | +75.5% | -25.6% | +101.0% | +88.9% |
| All | +75.5% | -25.2% | +100.7% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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