+78.9%
UBER vs OSCR
+96.8%
-18.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -5.4% | +1.6% | -7.0% | -5.6% |
| 30D | -4.9% | +10.7% | -15.6% | -6.4% |
| 3M | +3.0% | +13.4% | -10.3% | +0.6% |
| 6M | -4.4% | +144.6% | -149.0% | -17.3% |
| YTD | -12.3% | +128.0% | -140.3% | -23.8% |
| 1Y | -24.3% | +68.7% | -93.0% | -32.2% |
| 3Y | +46.4% | +398.8% | -352.3% | -2.9% |
| All | +78.9% | +96.8% | -18.0% | +20.0% |
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