+68.7%
OSCR vs RY
+44.3%
+24.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.6% | -2.2% | +3.8% | +3.8% |
| 30D | +10.7% | -3.6% | +14.2% | +14.4% |
| 3M | +13.4% | +3.9% | +9.4% | +8.4% |
| 6M | +144.6% | +26.4% | +118.2% | +90.5% |
| YTD | +128.0% | +22.3% | +105.7% | +80.3% |
| 1Y | +68.7% | +43.7% | +25.0% | +12.2% |
| All | +68.7% | +44.3% | +24.4% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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