+31.5%
OXY vs OSCR
+75.7%
-44.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | +1.6% | +5.8% | -4.3% | +1.9% |
| 30D | +11.6% | +7.1% | +4.5% | +12.2% |
| 3M | +2.8% | +36.7% | -33.8% | +4.6% |
| 6M | +13.0% | +114.3% | -101.2% | +18.6% |
| YTD | +47.4% | +124.4% | -77.0% | +54.3% |
| 1Y | +31.5% | +75.5% | -44.0% | +40.2% |
| All | +31.5% | +75.7% | -44.3% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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