+105.1%
OSCR vs LEN
-21.9%
+127.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.1% | +1.5% | +7.2% |
| 7D | +15.5% | +10.5% | +5.0% | +13.2% |
| 30D | +8.5% | +24.6% | -16.1% | +3.9% |
| 3M | +15.8% | +6.6% | +9.2% | +15.1% |
| 6M | +89.5% | +10.6% | +78.9% | +84.6% |
| YTD | +144.9% | -8.3% | +153.2% | +147.8% |
| 1Y | +105.1% | -22.5% | +127.6% | +111.6% |
| All | +105.1% | -21.9% | +127.0% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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