+167.6%
COPX vs RPRX
+72.5%
+95.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.0% | -4.0% | -6.1% |
| 7D | -2.9% | -8.0% | +5.1% | -0.7% |
| 30D | 0.0% | +2.1% | -2.0% | -0.7% |
| 3M | +14.8% | +8.2% | +6.6% | +11.7% |
| 6M | +7.0% | +28.9% | -21.8% | -1.5% |
| YTD | +23.8% | +54.1% | -30.3% | +8.0% |
| 1Y | +75.7% | +65.5% | +10.2% | +49.4% |
| 3Y | +156.4% | +117.3% | +39.1% | +97.1% |
| 5Y | +167.6% | +71.6% | +96.0% | +125.2% |
| All | +167.6% | +72.5% | +95.1% | +125.2% |
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