+105.1%
OSCR vs RRX
+30.0%
+75.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.6% | +12.2% | +8.7% |
| 7D | +15.5% | +7.6% | +7.8% | +14.9% |
| 30D | +8.5% | +7.5% | +1.0% | +8.0% |
| 3M | +15.8% | -21.0% | +36.9% | +15.7% |
| 6M | +89.5% | -18.1% | +107.6% | +86.9% |
| YTD | +144.9% | +24.3% | +120.6% | +100.4% |
| 1Y | +105.1% | +29.3% | +75.8% | +58.6% |
| All | +105.1% | +30.0% | +75.1% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling