+173.6%
CCJ vs RPRX
+123.5%
+50.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.3% | +6.5% | +1.0% |
| 7D | +5.9% | -2.8% | +8.7% | +5.8% |
| 30D | +4.7% | +7.2% | -2.5% | +5.2% |
| 3M | -3.3% | +10.9% | -14.2% | -2.6% |
| 6M | -7.0% | +34.6% | -41.6% | -5.3% |
| YTD | +11.5% | +59.0% | -47.5% | +15.8% |
| 1Y | +32.3% | +72.5% | -40.3% | +38.4% |
| All | +173.6% | +123.5% | +50.1% | +188.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling