+41.3%
SBUX vs OSCR
+104.5%
-63.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.6% | -3.9% | +4.2% |
| 7D | +6.3% | +15.5% | -9.2% | +5.4% |
| 30D | +16.2% | +8.5% | +7.6% | +15.5% |
| 3M | +5.1% | +15.8% | -10.7% | +4.0% |
| 6M | +5.7% | +89.5% | -83.8% | +1.4% |
| YTD | +32.6% | +144.9% | -112.2% | +23.5% |
| 1Y | +41.3% | +105.1% | -63.7% | +32.0% |
| All | +41.3% | +104.5% | -63.1% | +32.0% |
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