+3.5%
CCL vs RPRX
+74.2%
-70.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.3% | +4.0% | +1.4% |
| 7D | -0.1% | -2.8% | +2.6% | +1.2% |
| 30D | -20.0% | +7.2% | -27.1% | -23.1% |
| 3M | -13.7% | +10.9% | -24.5% | -18.9% |
| 6M | -9.0% | +34.6% | -43.6% | -23.1% |
| YTD | -22.8% | +59.0% | -81.8% | -40.5% |
| 1Y | -25.3% | +72.5% | -97.8% | -45.3% |
| 3Y | +54.1% | +124.1% | -70.0% | -5.2% |
| 5Y | +3.5% | +75.9% | -72.4% | -18.2% |
| All | +3.5% | +74.2% | -70.7% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling