+75.5%
OSCR vs STZ
-10.2%
+85.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +5.8% | -1.9% | +7.8% | +6.1% |
| 30D | +7.1% | -1.9% | +9.0% | +7.7% |
| 3M | +36.7% | -6.2% | +42.9% | +37.9% |
| 6M | +114.3% | -14.0% | +128.3% | +115.2% |
| YTD | +124.4% | -5.1% | +129.5% | +114.0% |
| 1Y | +75.5% | -9.6% | +85.0% | +76.1% |
| All | +75.5% | -10.2% | +85.6% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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