+3.7%
SO vs OSCR
+104.5%
-100.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.6% | -9.2% | -0.8% |
| 7D | +1.7% | +15.5% | -13.7% | +1.6% |
| 30D | +11.1% | +8.5% | +2.6% | +11.0% |
| 3M | +0.7% | +15.8% | -15.1% | +0.5% |
| 6M | -1.4% | +89.5% | -90.9% | -2.2% |
| YTD | +9.4% | +144.9% | -135.5% | +7.7% |
| 1Y | +3.7% | +105.1% | -101.3% | +2.7% |
| All | +3.7% | +104.5% | -100.7% | +2.7% |
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 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