+105.1%
OSCR vs RACE
+10.6%
+94.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.3% | +4.3% | +6.4% |
| 7D | +15.5% | +9.9% | +5.5% | +10.4% |
| 30D | +8.5% | +12.8% | -4.2% | +2.5% |
| 3M | +15.8% | +7.4% | +8.5% | +11.7% |
| 6M | +89.5% | +27.6% | +61.9% | +65.6% |
| YTD | +144.9% | +18.4% | +126.5% | +125.5% |
| 1Y | +105.1% | +9.5% | +95.5% | +90.7% |
| All | +105.1% | +10.6% | +94.5% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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