+105.1%
OSCR vs LII
-26.0%
+131.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.6% | +5.0% | +7.8% |
| 7D | +15.5% | +7.9% | +7.5% | +13.5% |
| 30D | +8.5% | -0.6% | +9.2% | +8.5% |
| 3M | +15.8% | -19.3% | +35.2% | +20.9% |
| 6M | +89.5% | -29.8% | +119.3% | +99.3% |
| YTD | +144.9% | -25.4% | +170.3% | +140.6% |
| 1Y | +105.1% | -26.2% | +131.3% | +100.6% |
| All | +105.1% | -26.0% | +131.1% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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