-5.8%
OSCR vs PAYC
-40.1%
+34.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.1% |
| 7D | +1.6% | -5.5% | +7.1% | +3.8% |
| 30D | +10.7% | +3.8% | +6.9% | +8.8% |
| 3M | +13.4% | +65.8% | -52.5% | -11.9% |
| 6M | +144.6% | +68.7% | +75.9% | +86.9% |
| YTD | +128.0% | +38.3% | +89.7% | +89.3% |
| 1Y | +68.7% | -2.4% | +71.0% | +64.1% |
| 3Y | +398.8% | -21.5% | +420.3% | +397.2% |
| 5Y | +87.3% | -52.7% | +140.0% | +126.0% |
| All | -5.8% | -40.1% | +34.3% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 all: compounded portfolio wealth divided by compounded PAYC 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…
all analysis · Full analysis span regression · 6 months rolling