+207.1%
CB vs RPRX
+79.2%
+127.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.7% |
| 7D | -1.5% | +3.4% | -4.9% | -1.9% |
| 30D | +6.5% | +20.8% | -14.3% | +4.1% |
| 3M | +4.1% | +21.6% | -17.6% | +1.5% |
| 6M | +14.4% | +36.5% | -22.1% | +10.0% |
| YTD | +17.5% | +80.4% | -62.9% | +9.1% |
| 1Y | +27.5% | +81.8% | -54.3% | +18.3% |
| 3Y | +71.6% | +170.9% | -99.3% | +50.8% |
| 5Y | +100.6% | +95.2% | +5.4% | +84.1% |
| All | +207.1% | +79.2% | +127.9% | +183.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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