+51.4%
OSCX vs SPY
+18.0%
+33.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +1.2% |
| 7D | +9.6% | +0.1% | +9.5% | +9.6% |
| 30D | +6.8% | +0.1% | +6.7% | +7.3% |
| 3M | +57.3% | +2.0% | +55.3% | +47.0% |
| 6M | +216.6% | +13.0% | +203.6% | +94.5% |
| YTD | +212.9% | +13.5% | +199.4% | +90.3% |
| All | +51.4% | +18.0% | +33.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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