-7.9%
SHW vs OSCR
+75.7%
-83.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.2% | +5.8% | -9.1% | -3.7% |
| 30D | -9.5% | +7.1% | -16.6% | -10.1% |
| 3M | +11.5% | +36.7% | -25.2% | +8.7% |
| 6M | -3.5% | +114.3% | -117.8% | -10.1% |
| YTD | +3.7% | +124.4% | -120.7% | -3.4% |
| 1Y | -7.9% | +75.5% | -83.4% | -14.2% |
| All | -7.9% | +75.7% | -83.7% | -14.2% |
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