+30.0%
SOXX vs OSCR
+93.2%
-63.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -5.7% | -6.4% | -11.9% |
| 7D | -23.0% | +7.8% | -30.8% | -23.1% |
| 30D | -32.9% | +2.6% | -35.5% | -32.9% |
| 3M | -25.4% | +10.2% | -35.6% | -25.8% |
| 6M | -17.9% | +84.9% | -102.9% | -23.4% |
| YTD | +31.6% | +130.9% | -99.3% | +16.8% |
| 1Y | +30.0% | +94.8% | -64.9% | +16.1% |
| All | +30.0% | +93.2% | -63.3% | +16.1% |
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