-35.7%
CLX vs RPRX
+74.2%
-109.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.3% | +3.7% | -0.7% |
| 7D | -3.5% | -2.8% | -0.8% | -3.1% |
| 30D | -11.9% | +7.2% | -19.0% | -12.9% |
| 3M | -2.6% | +10.9% | -13.5% | -4.4% |
| 6M | -18.2% | +34.6% | -52.7% | -22.4% |
| YTD | -5.9% | +59.0% | -64.9% | -13.2% |
| 1Y | -23.8% | +72.5% | -96.4% | -30.8% |
| 3Y | -33.6% | +124.1% | -157.7% | -42.5% |
| 5Y | -35.7% | +75.9% | -111.6% | -41.5% |
| All | -35.7% | +74.2% | -109.9% | -41.5% |
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