+111.5%
OSCR vs PL
+10.1%
+101.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.3% |
| 7D | -3.7% | +22.3% | -26.0% | -5.0% |
| 30D | -5.5% | -8.3% | +2.8% | -5.0% |
| 3M | +7.9% | -43.3% | +51.1% | +11.9% |
| 6M | +34.6% | -65.8% | +100.4% | +42.6% |
| YTD | +122.3% | -29.5% | +151.8% | +108.6% |
| 1Y | +111.5% | +11.7% | +99.8% | +82.2% |
| All | +111.5% | +10.1% | +101.5% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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