+19.9%
XBI vs OSCR
+96.8%
-76.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -4.6% | +1.6% | -6.3% | -4.9% |
| 30D | -2.0% | +10.7% | -12.7% | -3.4% |
| 3M | +17.8% | +13.4% | +4.4% | +15.2% |
| 6M | +23.7% | +144.6% | -120.8% | +8.0% |
| YTD | +28.2% | +128.0% | -99.8% | +12.4% |
| 1Y | +64.0% | +68.7% | -4.7% | +47.9% |
| 3Y | +99.4% | +398.8% | -299.4% | +35.4% |
| All | +19.9% | +96.8% | -76.9% | -19.5% |
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 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