+215.4%
OESX price history and return analytics
+23.4%
+192.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +5.5% |
| 7D | -13.0% | +0.1% | -13.1% | -13.0% |
| 30D | +122.9% | +0.8% | +122.1% | +121.6% |
| 3M | +154.2% | +2.8% | +151.4% | +147.9% |
| 6M | +114.2% | +13.0% | +101.3% | +91.1% |
| YTD | +50.7% | +15.4% | +35.4% | +34.7% |
| All | +215.4% | +23.4% | +192.0% | +162.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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