-11.3%
PCG vs OSCR
+64.1%
-75.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -3.5% | +1.6% | -5.1% | -3.6% |
| 30D | -20.6% | +10.7% | -31.3% | -20.9% |
| 3M | -17.6% | +13.4% | -30.9% | -18.1% |
| 6M | -23.5% | +144.6% | -168.0% | -27.7% |
| YTD | -13.6% | +128.0% | -141.7% | -18.1% |
| 1Y | -11.3% | +68.7% | -80.0% | -13.7% |
| All | -11.3% | +64.1% | -75.5% | -13.7% |
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