-6.7%
SBUX vs OSCR
+96.8%
-103.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -5.5% | +1.6% | -7.1% | -5.6% |
| 30D | -8.5% | +10.7% | -19.1% | -9.3% |
| 3M | -2.9% | +13.4% | -16.3% | -4.3% |
| 6M | -1.5% | +144.6% | -146.1% | -9.8% |
| YTD | +19.4% | +128.0% | -108.7% | +9.7% |
| 1Y | +22.9% | +68.7% | -45.7% | +15.0% |
| 3Y | +11.3% | +398.8% | -387.5% | -11.6% |
| All | -6.7% | +96.8% | -103.5% | -24.8% |
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