-65.3%
OXBR price history and return analytics
+229.8%
-295.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +0.9% | +12.1% | +12.2% |
| 7D | +9.0% | -1.1% | +10.1% | +10.1% |
| 30D | +31.9% | -1.0% | +32.9% | +33.3% |
| 3M | +79.4% | +3.2% | +76.3% | +74.6% |
| 6M | +89.4% | +12.5% | +76.9% | +71.8% |
| YTD | +18.9% | +14.1% | +4.9% | +6.9% |
| 1Y | -31.7% | +18.9% | -50.6% | -40.5% |
| 3Y | +42.7% | +74.1% | -31.4% | -6.1% |
| 5Y | -53.3% | +66.9% | -120.1% | -68.1% |
| All | -65.3% | +229.8% | -295.1% | -84.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling