-5.8%
OSCR vs SONY
+15.4%
-21.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.4% |
| 7D | +1.6% | -2.7% | +4.3% | +3.1% |
| 30D | +10.7% | +1.5% | +9.1% | +9.6% |
| 3M | +13.4% | +13.0% | +0.3% | +4.4% |
| 6M | +144.6% | +11.2% | +133.3% | +126.7% |
| YTD | +128.0% | -6.6% | +134.7% | +134.8% |
| 1Y | +68.7% | -18.1% | +86.8% | +88.5% |
| 3Y | +398.8% | +42.1% | +356.7% | +275.7% |
| 5Y | +87.3% | +11.0% | +76.2% | +66.1% |
| All | -5.8% | +15.4% | -21.3% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling