-5.8%
OSCR vs SIRI
-40.7%
+34.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.4% |
| 7D | +1.6% | +0.6% | +1.1% | +1.5% |
| 30D | +10.7% | +2.5% | +8.2% | +9.9% |
| 3M | +13.4% | +6.6% | +6.7% | +11.4% |
| 6M | +144.6% | +32.9% | +111.7% | +126.2% |
| YTD | +128.0% | +50.5% | +77.6% | +104.0% |
| 1Y | +68.7% | +28.0% | +40.7% | +56.9% |
| 3Y | +398.8% | -22.4% | +421.2% | +400.3% |
| 5Y | +87.3% | -41.3% | +128.5% | +96.2% |
| All | -5.8% | -40.7% | +34.9% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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