-24.5%
RCL vs OSCR
+64.1%
-88.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.4% |
| 7D | -1.9% | +1.6% | -3.5% | -2.0% |
| 30D | -15.5% | +10.7% | -26.2% | -16.0% |
| 3M | -9.7% | +13.4% | -23.0% | -10.3% |
| 6M | -8.7% | +144.6% | -153.3% | -13.8% |
| YTD | -5.8% | +128.0% | -133.8% | -10.4% |
| 1Y | -24.5% | +68.7% | -93.1% | -27.6% |
| All | -24.5% | +64.1% | -88.6% | -27.6% |
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