+86.2%
OSCR vs RACE
+90.9%
-4.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.7% |
| 7D | +1.1% | -2.2% | +3.3% | +2.4% |
| 30D | +16.5% | -0.4% | +16.9% | +16.7% |
| 3M | +17.0% | +17.9% | -0.9% | +5.8% |
| 6M | +145.0% | +19.3% | +125.7% | +119.0% |
| YTD | +126.7% | +11.9% | +114.9% | +109.9% |
| 1Y | +67.2% | -12.7% | +80.0% | +77.3% |
| 3Y | +405.1% | +41.1% | +364.0% | +233.2% |
| 5Y | +86.2% | +94.1% | -7.9% | -7.5% |
| All | +86.2% | +90.9% | -4.8% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling