+123.8%
STX vs OSCR
+104.5%
+19.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.6% | -16.7% | -8.6% |
| 7D | -20.2% | +15.5% | -35.6% | -20.9% |
| 30D | -37.2% | +8.5% | -45.7% | -37.5% |
| 3M | -34.1% | +15.8% | -49.9% | -34.6% |
| 6M | -24.5% | +89.5% | -114.0% | -30.0% |
| YTD | +102.9% | +144.9% | -41.9% | +75.1% |
| 1Y | +123.8% | +105.1% | +18.7% | +94.5% |
| All | +123.8% | +104.5% | +19.3% | +94.5% |
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