+76.1%
XBI vs OSCR
+75.7%
+0.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | +0.9% | +5.8% | -5.0% | +0.4% |
| 30D | +7.1% | +7.1% | 0.0% | +6.4% |
| 3M | +22.9% | +36.7% | -13.8% | +19.4% |
| 6M | +29.7% | +114.3% | -84.6% | +19.1% |
| YTD | +34.5% | +124.4% | -89.9% | +22.5% |
| 1Y | +76.1% | +75.5% | +0.6% | +60.6% |
| All | +76.1% | +75.7% | +0.3% | +60.6% |
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