+67.2%
OSCR vs STLD
+84.3%
-17.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.8% |
| 7D | +1.1% | -3.6% | +4.7% | +1.7% |
| 30D | +16.5% | -10.1% | +26.6% | +18.5% |
| 3M | +17.0% | -11.4% | +28.4% | +20.1% |
| 6M | +145.0% | +30.8% | +114.1% | +108.8% |
| YTD | +126.7% | +40.7% | +86.1% | +81.9% |
| 1Y | +67.2% | +80.8% | -13.5% | +21.1% |
| All | +67.2% | +84.3% | -17.0% | +21.1% |
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