+75.5%
OSCR vs PEG
-7.0%
+82.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | +5.8% | +0.7% | +5.1% | +5.7% |
| 30D | +7.1% | -2.4% | +9.5% | +7.6% |
| 3M | +36.7% | -4.8% | +41.4% | +37.4% |
| 6M | +114.3% | -10.7% | +125.0% | +120.1% |
| YTD | +124.4% | -6.7% | +131.1% | +122.9% |
| 1Y | +75.5% | -6.8% | +82.3% | +74.6% |
| All | +75.5% | -7.0% | +82.5% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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