+127.5%
OSCR vs STLA
-24.3%
+151.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -3.5% |
| 7D | +4.7% | +0.4% | +4.3% | +4.6% |
| 30D | +14.8% | -5.2% | +20.0% | +15.5% |
| 3M | +16.7% | -24.9% | +41.5% | +22.1% |
| 6M | +127.5% | -25.2% | +152.7% | +126.9% |
| All | +127.5% | -24.3% | +151.8% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 6mo: compounded portfolio wealth divided by compounded STLA 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…
6mo analysis · Full analysis span regression · 6 months rolling