+12.3%
QQQ vs OSCR
+104.5%
-92.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.6% | -7.6% | +0.5% |
| 7D | -4.6% | +15.5% | -20.1% | -5.4% |
| 30D | -8.5% | +8.5% | -17.0% | -8.9% |
| 3M | -4.3% | +15.8% | -20.1% | -5.2% |
| 6M | +3.1% | +89.5% | -86.4% | -2.0% |
| YTD | +13.0% | +144.9% | -131.9% | +4.3% |
| 1Y | +12.3% | +105.1% | -92.8% | +4.0% |
| All | +12.3% | +104.5% | -92.2% | +4.0% |
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