+133.6%
SLB vs OSCR
+89.4%
+44.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -2.0% |
| 7D | -2.4% | +1.1% | -3.5% | -2.5% |
| 30D | +4.9% | +16.5% | -11.6% | +4.0% |
| 3M | +1.4% | +17.0% | -15.6% | +0.2% |
| 6M | +17.6% | +145.0% | -127.3% | +10.7% |
| YTD | +48.3% | +126.7% | -78.4% | +40.0% |
| 1Y | +58.7% | +67.2% | -8.6% | +51.7% |
| 3Y | +0.6% | +405.1% | -404.6% | -14.9% |
| 5Y | +133.6% | +86.2% | +47.4% | +91.7% |
| All | +133.6% | +89.4% | +44.2% | +91.7% |
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