+31.4%
CDW vs RPRX
+57.8%
-26.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.3% | +0.1% | -4.0% |
| 7D | -3.9% | -2.8% | -1.1% | -3.2% |
| 30D | +6.9% | +7.2% | -0.3% | +5.3% |
| 3M | +7.7% | +10.9% | -3.2% | +5.2% |
| 6M | +18.3% | +34.6% | -16.2% | +10.6% |
| YTD | +7.8% | +59.0% | -51.2% | -3.0% |
| 1Y | -12.2% | +72.5% | -84.7% | -22.6% |
| 3Y | -28.9% | +124.1% | -153.0% | -41.3% |
| 5Y | -22.8% | +75.9% | -98.7% | -32.1% |
| All | +31.4% | +57.8% | -26.5% | +14.9% |
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