+75.5%
OSCR vs XHB
-9.3%
+84.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.3% |
| 7D | +5.8% | -1.3% | +7.1% | +6.3% |
| 30D | +7.1% | -6.9% | +14.0% | +9.9% |
| 3M | +36.7% | -1.3% | +37.9% | +35.3% |
| 6M | +114.3% | -6.8% | +121.1% | +117.1% |
| YTD | +124.4% | +0.7% | +123.7% | +113.2% |
| 1Y | +75.5% | -11.2% | +86.7% | +90.6% |
| All | +75.5% | -9.3% | +84.7% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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