+43.3%
SHEL vs OSCR
+104.5%
-61.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.6% | -10.8% | -2.0% |
| 7D | -3.2% | +15.5% | -18.6% | -2.8% |
| 30D | +5.5% | +8.5% | -3.0% | +5.8% |
| 3M | +14.4% | +15.8% | -1.5% | +14.8% |
| 6M | +16.2% | +89.5% | -73.3% | +16.8% |
| YTD | +42.4% | +144.9% | -102.5% | +41.9% |
| 1Y | +43.3% | +105.1% | -61.8% | +42.9% |
| All | +43.3% | +104.5% | -61.2% | +42.9% |
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