-8.2%
OSCR vs RACE
+120.1%
-128.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +1.9% | +0.8% |
| 7D | -3.7% | -4.0% | +0.3% | -1.5% |
| 30D | -5.5% | +3.5% | -9.0% | -7.0% |
| 3M | +7.9% | -0.4% | +8.3% | +8.1% |
| 6M | +34.6% | +23.2% | +11.4% | +18.8% |
| YTD | +122.3% | +11.0% | +111.3% | +107.4% |
| 1Y | +111.5% | -2.2% | +113.8% | +111.4% |
| 3Y | +349.2% | +22.5% | +326.7% | +245.2% |
| 5Y | +162.2% | +63.2% | +99.1% | +45.4% |
| All | -8.2% | +120.1% | -128.3% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling