+105.1%
OSCR vs Q
+19.7%
+85.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.1% | +8.7% | +8.6% |
| 7D | +15.5% | -3.3% | +18.7% | +15.8% |
| 30D | +8.5% | -9.7% | +18.2% | +9.4% |
| 3M | +15.8% | -16.1% | +31.9% | +17.6% |
| 6M | +89.5% | -15.7% | +105.2% | +85.9% |
| YTD | +144.9% | +45.7% | +99.1% | +132.3% |
| 1Y | +105.1% | +18.0% | +87.1% | +93.6% |
| All | +105.1% | +19.7% | +85.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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