+12.3%
XLI vs OSCR
+104.5%
-92.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.6% | -9.7% | -1.5% |
| 7D | +0.6% | +15.5% | -14.9% | -0.1% |
| 30D | -0.4% | +8.5% | -8.9% | -0.8% |
| 3M | -8.8% | +15.8% | -24.7% | -9.6% |
| 6M | -0.4% | +89.5% | -89.9% | -4.8% |
| YTD | +10.1% | +144.9% | -134.8% | +2.5% |
| 1Y | +12.3% | +105.1% | -92.8% | +4.8% |
| All | +12.3% | +104.5% | -92.2% | +4.8% |
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