+68.7%
OSCR vs LII
-34.1%
+102.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.3% | +1.1% |
| 7D | +1.6% | -6.3% | +7.9% | +3.5% |
| 30D | +10.7% | -13.0% | +23.7% | +15.0% |
| 3M | +13.4% | -29.0% | +42.4% | +21.7% |
| 6M | +144.6% | -27.7% | +172.2% | +155.2% |
| YTD | +128.0% | -24.2% | +152.3% | +128.1% |
| 1Y | +68.7% | -34.8% | +103.5% | +83.6% |
| All | +68.7% | -34.1% | +102.8% | +83.6% |
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