+398.8%
OSCR vs SPXU
-79.9%
+478.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | -0.4% |
| 7D | +1.6% | +2.5% | -0.9% | +2.7% |
| 30D | +10.7% | +4.2% | +6.5% | +12.8% |
| 3M | +13.4% | -9.3% | +22.6% | +9.5% |
| 6M | +144.6% | -30.7% | +175.2% | +113.0% |
| YTD | +128.0% | -28.1% | +156.2% | +103.5% |
| 1Y | +68.7% | -35.2% | +103.9% | +46.1% |
| 3Y | +398.8% | -79.9% | +478.7% | +141.5% |
| All | +398.8% | -79.9% | +478.7% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling