+105.1%
OSCR vs STLD
+59.7%
+45.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.0% | +11.6% | +8.7% |
| 7D | +15.5% | -3.9% | +19.4% | +15.7% |
| 30D | +8.5% | -0.4% | +8.9% | +8.4% |
| 3M | +15.8% | -9.2% | +25.0% | +16.4% |
| 6M | +89.5% | +5.0% | +84.5% | +82.9% |
| YTD | +144.9% | +42.8% | +102.1% | +104.2% |
| 1Y | +105.1% | +60.1% | +45.0% | +35.3% |
| All | +105.1% | +59.7% | +45.4% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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