-70.3%
OESX price history and return analytics
+368.8%
-439.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.6% | -8.9% | -9.1% |
| 7D | +26.7% | -0.1% | +26.9% | +26.9% |
| 30D | +44.1% | -0.7% | +44.8% | +45.0% |
| 3M | +186.0% | +4.0% | +182.0% | +177.6% |
| 6M | +170.6% | +12.3% | +158.3% | +146.9% |
| YTD | +79.5% | +14.0% | +65.4% | +62.3% |
| 1Y | +248.9% | +20.3% | +228.6% | +202.6% |
| 3Y | +90.3% | +75.4% | +14.9% | +20.3% |
| 5Y | -34.6% | +66.0% | -100.6% | -57.0% |
| 10Y | +109.1% | +228.2% | -119.1% | -15.6% |
| All | -70.3% | +368.8% | -439.1% | -93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling