-76.0%
OXBR price history and return analytics
+252.4%
-328.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.1% |
| 7D | -2.8% | -2.0% | -0.8% | -1.3% |
| 30D | +6.9% | -1.4% | +8.3% | +8.2% |
| 3M | +63.5% | +4.7% | +58.8% | +57.6% |
| 6M | +54.1% | +11.4% | +42.8% | +42.1% |
| YTD | +5.3% | +13.1% | -7.8% | -3.9% |
| 1Y | -39.3% | +19.0% | -58.3% | -46.5% |
| 3Y | +26.4% | +73.9% | -47.6% | -13.5% |
| 5Y | -58.6% | +65.4% | -124.0% | -70.6% |
| 10Y | -69.3% | +225.4% | -294.7% | -84.6% |
| All | -76.0% | +252.4% | -328.4% | -88.5% |
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