+135.8%
BP vs RRC
+153.5%
-17.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | +0.9% | -1.2% | +2.1% | +1.3% |
| 30D | +9.1% | +9.4% | -0.3% | +6.1% |
| 3M | +3.9% | +7.4% | -3.5% | +1.6% |
| 6M | +13.6% | +1.5% | +12.2% | +13.1% |
| YTD | +34.0% | +19.4% | +14.6% | +26.9% |
| 1Y | +39.2% | +24.2% | +14.9% | +29.7% |
| 3Y | +36.4% | +32.8% | +3.6% | +22.1% |
| 5Y | +135.8% | +152.9% | -17.1% | +69.4% |
| All | +135.8% | +153.5% | -17.7% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling