-52.0%
ROKU vs OSCR
+96.8%
-148.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -0.4% | +1.6% | -2.0% | -0.8% |
| 30D | +2.1% | +10.7% | -8.6% | -0.6% |
| 3M | +29.5% | +13.4% | +16.1% | +24.2% |
| 6M | +53.8% | +144.6% | -90.8% | +20.2% |
| YTD | +42.8% | +128.0% | -85.2% | +13.0% |
| 1Y | +60.7% | +68.7% | -7.9% | +33.3% |
| 3Y | +83.9% | +398.8% | -314.9% | -4.5% |
| All | -52.0% | +96.8% | -148.8% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling