+36.5%
XBI vs OSCR
+93.2%
-56.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.7% | -1.0% | -6.2% |
| 7D | -6.0% | +7.8% | -13.7% | -6.4% |
| 30D | -1.7% | +2.6% | -4.3% | -1.8% |
| 3M | -3.0% | +10.2% | -13.2% | -3.8% |
| 6M | +11.0% | +84.9% | -73.9% | +4.8% |
| YTD | +21.8% | +130.9% | -109.1% | +11.1% |
| 1Y | +36.5% | +94.8% | -58.4% | +25.6% |
| All | +36.5% | +93.2% | -56.8% | +25.6% |
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