+6.7%
XYZ vs OSCR
+64.1%
-57.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -4.3% | +1.6% | -5.9% | -4.6% |
| 30D | +1.2% | +10.7% | -9.5% | -0.5% |
| 3M | +14.6% | +13.4% | +1.3% | +12.1% |
| 6M | +22.6% | +144.6% | -122.0% | +6.7% |
| YTD | +21.7% | +128.0% | -106.4% | +6.4% |
| 1Y | +6.7% | +68.7% | -61.9% | -2.9% |
| All | +6.7% | +64.1% | -57.4% | -2.9% |
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