+548.9%
COPX vs RPRX
+57.8%
+491.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.3% | +9.4% | +5.3% |
| 7D | +5.8% | -2.8% | +8.5% | +6.3% |
| 30D | +7.2% | +7.2% | +0.1% | +5.4% |
| 3M | +16.5% | +10.9% | +5.6% | +13.4% |
| 6M | +18.4% | +34.6% | -16.1% | +9.9% |
| YTD | +31.9% | +59.0% | -27.0% | +17.7% |
| 1Y | +88.5% | +72.5% | +16.0% | +64.6% |
| 3Y | +173.1% | +124.1% | +49.0% | +122.0% |
| 5Y | +193.1% | +75.9% | +117.2% | +153.4% |
| All | +548.9% | +57.8% | +491.1% | +464.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling