-6.4%
OSCR vs SPXU
-91.5%
+85.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.7% | +3.5% |
| 7D | +1.1% | +6.4% | -5.3% | +4.3% |
| 30D | +16.5% | +5.9% | +10.5% | +20.2% |
| 3M | +17.0% | -11.7% | +28.7% | +10.7% |
| 6M | +145.0% | -28.7% | +173.7% | +111.2% |
| YTD | +126.7% | -26.4% | +153.1% | +100.7% |
| 1Y | +67.2% | -35.2% | +102.5% | +40.8% |
| 3Y | +405.1% | -79.8% | +484.9% | +162.1% |
| 5Y | +86.2% | -86.1% | +172.2% | +10.2% |
| All | -6.4% | -91.5% | +85.1% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling