+91.5%
OSCR vs WCN
+24.9%
+66.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +1.6% | -3.1% | +4.7% | +3.1% |
| 30D | +10.7% | -3.4% | +14.1% | +12.6% |
| 3M | +13.4% | +3.0% | +10.4% | +10.7% |
| 6M | +144.6% | -3.8% | +148.3% | +146.3% |
| YTD | +128.0% | -8.3% | +136.4% | +134.9% |
| 1Y | +68.7% | -9.7% | +78.4% | +75.0% |
| 3Y | +398.8% | +17.2% | +381.6% | +326.4% |
| All | +91.5% | +24.9% | +66.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling