+395.9%
OSCR vs STZ
-49.0%
+444.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.0% |
| 7D | +1.1% | -4.1% | +5.1% | +2.3% |
| 30D | +16.5% | -7.6% | +24.1% | +19.5% |
| 3M | +17.0% | -12.3% | +29.3% | +21.7% |
| 6M | +145.0% | -16.3% | +161.3% | +157.0% |
| YTD | +126.7% | -8.4% | +135.1% | +125.3% |
| 1Y | +67.2% | -10.8% | +78.1% | +67.6% |
| All | +395.9% | -49.0% | +444.9% | +518.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling