-5.1%
OSCR vs RBA
+71.1%
-76.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.3% | +3.1% |
| 7D | +10.7% | -1.1% | +11.7% | +11.1% |
| 30D | +18.3% | -13.2% | +31.5% | +24.2% |
| 3M | +20.5% | -21.4% | +41.9% | +29.5% |
| 6M | +138.5% | -20.9% | +159.4% | +155.5% |
| YTD | +129.7% | -19.9% | +149.6% | +142.8% |
| 1Y | +62.8% | -28.7% | +91.4% | +79.9% |
| 3Y | +411.8% | +27.4% | +384.4% | +338.2% |
| 5Y | +99.9% | +41.7% | +58.2% | +62.8% |
| All | -5.1% | +71.1% | -76.2% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling