+1.7%
XEL vs OSCR
+104.5%
-102.7%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.6% | -6.4% | +2.0% |
| 7D | +4.3% | +15.5% | -11.2% | +4.0% |
| 30D | +12.6% | +8.5% | +4.1% | +12.4% |
| 3M | +4.4% | +15.8% | -11.5% | +4.0% |
| 6M | +0.7% | +89.5% | -88.8% | -0.5% |
| YTD | +11.5% | +144.9% | -133.4% | +8.7% |
| 1Y | +1.7% | +105.1% | -103.3% | +0.1% |
| All | +1.7% | +104.5% | -102.7% | +0.1% |
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