+477.8%
BHP vs RRC
+6.5%
+471.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.4% |
| 7D | -3.7% | -1.2% | -2.6% | -3.5% |
| 30D | -0.8% | +3.0% | -3.8% | -1.4% |
| 3M | +7.6% | +7.3% | +0.3% | +6.0% |
| 6M | +20.8% | +3.6% | +17.2% | +19.3% |
| YTD | +50.8% | +19.4% | +31.4% | +44.8% |
| 1Y | +70.9% | +21.4% | +49.5% | +63.0% |
| 3Y | +78.0% | +32.8% | +45.2% | +64.3% |
| 5Y | +113.1% | +152.0% | -38.9% | +69.9% |
| All | +477.8% | +6.5% | +471.3% | +357.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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