+75.5%
OSCR vs LBRT
+100.7%
-25.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | +5.8% | +8.3% | -2.4% | +6.0% |
| 30D | +7.1% | +6.1% | +1.0% | +7.3% |
| 3M | +36.7% | -34.8% | +71.4% | +34.2% |
| 6M | +114.3% | -24.8% | +139.1% | +110.8% |
| YTD | +124.4% | +12.2% | +112.2% | +121.4% |
| 1Y | +75.5% | +94.0% | -18.5% | +98.4% |
| All | +75.5% | +100.7% | -25.3% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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