+96.9%
PSX vs OSCR
+104.5%
-7.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.6% | -13.1% | -4.4% |
| 7D | -5.2% | +15.5% | -20.6% | -5.1% |
| 30D | -3.7% | +8.5% | -12.3% | -3.6% |
| 3M | +26.8% | +15.8% | +10.9% | +26.9% |
| 6M | +47.3% | +89.5% | -42.2% | +48.8% |
| YTD | +105.4% | +144.9% | -39.5% | +109.4% |
| 1Y | +96.9% | +105.1% | -8.2% | +100.2% |
| All | +96.9% | +104.5% | -7.6% | +100.2% |
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