-22.6%
CLX vs RPRX
+95.1%
-117.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | +13.6% | +4.6% | +9.1% | +12.7% |
| 30D | +29.1% | +22.0% | +7.1% | +24.6% |
| 3M | +1.6% | +20.3% | -18.7% | -1.7% |
| 6M | +18.7% | +37.9% | -19.2% | +11.9% |
| YTD | +11.1% | +82.2% | -71.1% | -0.1% |
| 1Y | +7.0% | +83.7% | -76.7% | -3.9% |
| 3Y | -10.0% | +175.4% | -185.4% | -25.2% |
| 5Y | -22.6% | +87.7% | -110.4% | -30.3% |
| All | -22.6% | +95.1% | -117.8% | -30.3% |
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