+105.1%
OSCR vs STZ
+14.7%
+90.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.3% | +3.2% | +8.2% |
| 7D | +15.5% | +13.0% | +2.5% | +14.7% |
| 30D | +8.5% | +29.4% | -20.9% | +7.1% |
| 3M | +15.8% | +11.6% | +4.2% | +15.2% |
| 6M | +89.5% | -0.2% | +89.7% | +86.3% |
| YTD | +144.9% | +8.6% | +136.3% | +137.2% |
| 1Y | +105.1% | +15.9% | +89.1% | +105.3% |
| All | +105.1% | +14.7% | +90.3% | +105.3% |
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