+67.2%
OSCR vs LBRT
+110.8%
-43.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.9% | +8.5% | +2.5% |
| 7D | +1.1% | +2.3% | -1.3% | +1.0% |
| 30D | +16.5% | -2.9% | +19.4% | +16.5% |
| 3M | +17.0% | -26.1% | +43.1% | +15.8% |
| 6M | +145.0% | -26.2% | +171.1% | +141.6% |
| YTD | +126.7% | +13.7% | +113.1% | +121.1% |
| 1Y | +67.2% | +93.6% | -26.3% | +75.9% |
| All | +67.2% | +110.8% | -43.5% | +75.9% |
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