+368.0%
CF vs RPRX
+81.2%
+286.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +4.8% | +3.3% | +1.4% | +4.4% |
| 30D | +4.7% | +17.9% | -13.2% | +2.7% |
| 3M | +7.4% | +19.2% | -11.8% | +5.1% |
| 6M | +0.6% | +31.7% | -31.1% | -2.8% |
| YTD | +64.1% | +82.5% | -18.4% | +51.0% |
| 1Y | +51.4% | +78.4% | -27.0% | +39.8% |
| 3Y | +67.8% | +177.0% | -109.2% | +42.0% |
| 5Y | +114.1% | +86.5% | +27.7% | +93.4% |
| All | +368.0% | +81.2% | +286.9% | +318.2% |
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 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