+75.5%
OSCR vs SONY
-10.8%
+86.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.0% |
| 7D | +5.8% | -1.2% | +7.0% | +6.6% |
| 30D | +7.1% | +9.4% | -2.3% | +1.3% |
| 3M | +36.7% | +10.5% | +26.2% | +28.5% |
| 6M | +114.3% | +11.7% | +102.6% | +99.2% |
| YTD | +124.4% | -4.1% | +128.5% | +139.2% |
| 1Y | +75.5% | -11.8% | +87.2% | +108.7% |
| All | +75.5% | -10.8% | +86.3% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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