+48.3%
XLE vs OSCR
+75.7%
-27.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.2% | +5.8% | -3.6% | +2.3% |
| 30D | +11.8% | +7.1% | +4.7% | +12.0% |
| 3M | +9.8% | +36.7% | -26.8% | +10.4% |
| 6M | +15.6% | +114.3% | -98.7% | +17.8% |
| YTD | +45.3% | +124.4% | -79.2% | +47.8% |
| 1Y | +48.3% | +75.5% | -27.2% | +53.0% |
| All | +48.3% | +75.7% | -27.4% | +53.0% |
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 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