-7.3%
OSCR vs RY
+191.0%
-198.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.7% |
| 7D | +5.8% | +3.1% | +2.7% | +2.8% |
| 30D | +7.1% | -0.3% | +7.4% | +7.5% |
| 3M | +36.7% | +8.7% | +28.0% | +25.5% |
| 6M | +114.3% | +28.5% | +85.7% | +67.3% |
| YTD | +124.4% | +25.1% | +99.3% | +79.5% |
| 1Y | +75.5% | +46.3% | +29.2% | +20.0% |
| 3Y | +390.1% | +154.9% | +235.2% | +89.2% |
| 5Y | +77.1% | +140.3% | -63.2% | -24.8% |
| All | -7.3% | +191.0% | -198.3% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling