+86.2%
OSCR vs RBA
+36.6%
+49.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +3.0% |
| 7D | +1.1% | -3.3% | +4.3% | +2.3% |
| 30D | +16.5% | -9.8% | +26.3% | +20.8% |
| 3M | +17.0% | -23.5% | +40.4% | +27.7% |
| 6M | +145.0% | -21.5% | +166.5% | +164.2% |
| YTD | +126.7% | -21.2% | +147.9% | +141.8% |
| 1Y | +67.2% | -30.2% | +97.5% | +87.6% |
| 3Y | +405.1% | +25.3% | +379.8% | +326.5% |
| 5Y | +86.2% | +35.1% | +51.1% | +52.7% |
| All | +86.2% | +36.6% | +49.6% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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