-16.0%
PCG vs OSCR
+104.5%
-120.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.7% | +0.4% |
| 7D | +1.9% | +15.5% | -13.6% | +1.2% |
| 30D | +8.5% | +8.5% | 0.0% | +8.1% |
| 3M | -22.9% | +15.8% | -38.7% | -23.4% |
| 6M | -16.8% | +89.5% | -106.3% | -18.6% |
| YTD | -15.8% | +144.9% | -160.7% | -18.9% |
| 1Y | -16.0% | +105.1% | -121.1% | -18.7% |
| All | -16.0% | +104.5% | -120.5% | -18.7% |
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