+75.5%
OSCR vs EXR
+1.1%
+74.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.3% | +0.9% |
| 7D | +5.8% | -2.6% | +8.4% | +7.9% |
| 30D | +7.1% | -7.2% | +14.3% | +13.1% |
| 3M | +36.7% | -3.5% | +40.2% | +39.8% |
| 6M | +114.3% | -5.3% | +119.6% | +118.1% |
| YTD | +124.4% | +9.4% | +115.1% | +100.3% |
| 1Y | +75.5% | +1.3% | +74.1% | +68.8% |
| All | +75.5% | +1.1% | +74.4% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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