+99.6%
PSX vs OSCR
+75.7%
+23.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | +4.5% | +5.8% | -1.3% | +4.6% |
| 30D | +26.6% | +7.1% | +19.5% | +26.6% |
| 3M | +39.3% | +36.7% | +2.6% | +39.7% |
| 6M | +56.8% | +114.3% | -57.5% | +60.0% |
| YTD | +101.8% | +124.4% | -22.6% | +106.0% |
| 1Y | +99.6% | +75.5% | +24.1% | +103.5% |
| All | +99.6% | +75.7% | +23.9% | +103.5% |
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