+68.7%
OSCR vs Z
-62.2%
+130.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.0% | -3.4% | -0.8% |
| 7D | +1.6% | -6.0% | +7.7% | +3.7% |
| 30D | +10.7% | -2.3% | +13.0% | +11.0% |
| 3M | +13.4% | -0.6% | +14.0% | +12.9% |
| 6M | +144.6% | -27.6% | +172.2% | +169.5% |
| YTD | +128.0% | -52.4% | +180.4% | +197.2% |
| 1Y | +68.7% | -63.6% | +132.3% | +156.9% |
| All | +68.7% | -62.2% | +130.8% | +156.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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