+219.3%
OXSQ price history and return analytics
+371.8%
-152.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.1% |
| 7D | -0.7% | +1.0% | -1.8% | -1.5% |
| 30D | -8.5% | -0.2% | -8.3% | -8.4% |
| 3M | +6.8% | +4.5% | +2.3% | +3.0% |
| 6M | -17.9% | +14.1% | -32.0% | -25.9% |
| YTD | -10.5% | +14.8% | -25.3% | -19.6% |
| 1Y | -22.7% | +21.2% | -43.9% | -33.4% |
| 3Y | -24.2% | +76.6% | -100.8% | -51.9% |
| 5Y | -31.5% | +66.6% | -98.1% | -55.1% |
| 10Y | -5.3% | +222.3% | -227.6% | -62.2% |
| All | +219.3% | +371.8% | -152.5% | -3.4% |
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