+87.6%
OSCR vs PL
+78.5%
+9.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.7% |
| 7D | +10.7% | -7.5% | +18.2% | +12.4% |
| 30D | +18.3% | -25.6% | +43.9% | +26.2% |
| 3M | +20.5% | -45.6% | +66.1% | +36.5% |
| 6M | +138.5% | -29.5% | +168.1% | +138.0% |
| YTD | +129.7% | -9.7% | +139.4% | +111.5% |
| 1Y | +62.8% | +84.4% | -21.6% | +18.9% |
| 3Y | +411.8% | +550.0% | -138.2% | +103.6% |
| All | +87.6% | +78.5% | +9.1% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling