+91.5%
OSCR vs RRC
+142.8%
-51.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.0% |
| 7D | +1.6% | -1.8% | +3.4% | +2.1% |
| 30D | +10.7% | +2.7% | +8.0% | +9.9% |
| 3M | +13.4% | +8.8% | +4.5% | +10.3% |
| 6M | +144.6% | -1.2% | +145.7% | +143.0% |
| YTD | +128.0% | +17.6% | +110.5% | +114.4% |
| 1Y | +68.7% | +18.4% | +50.2% | +57.8% |
| 3Y | +398.8% | +33.1% | +365.7% | +337.0% |
| All | +91.5% | +142.8% | -51.3% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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