+127.5%
OSCR vs Q
+17.4%
+110.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.8% | -5.6% | -3.9% |
| 7D | +4.7% | +6.6% | -1.9% | +4.1% |
| 30D | +14.8% | -6.6% | +21.3% | +15.5% |
| 3M | +16.7% | -13.2% | +29.9% | +14.8% |
| 6M | +127.5% | +9.9% | +117.6% | +86.5% |
| All | +127.5% | +17.4% | +110.1% | +86.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling