+383.4%
OSCR vs RACE
+38.2%
+345.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.4% |
| 7D | +4.7% | -2.6% | +7.4% | +5.8% |
| 30D | +14.8% | -1.1% | +15.9% | +15.2% |
| 3M | +16.7% | +12.5% | +4.1% | +11.2% |
| 6M | +127.5% | +17.4% | +110.1% | +112.9% |
| YTD | +121.0% | +10.1% | +110.9% | +111.5% |
| 1Y | +58.4% | -15.1% | +73.6% | +64.9% |
| All | +383.4% | +38.2% | +345.2% | +237.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling