+59.2%
CSX vs RPRX
+91.4%
-32.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.4% | +1.3% |
| 7D | +3.1% | +2.1% | +1.0% | +2.6% |
| 30D | +9.7% | +21.9% | -12.2% | +4.6% |
| 3M | +4.9% | +16.9% | -12.0% | +0.9% |
| 6M | +18.4% | +34.5% | -16.2% | +9.7% |
| YTD | +45.9% | +80.9% | -35.1% | +25.8% |
| 1Y | +50.0% | +77.6% | -27.6% | +29.8% |
| 3Y | +78.0% | +173.5% | -95.5% | +34.8% |
| 5Y | +59.2% | +84.9% | -25.8% | +41.5% |
| All | +59.2% | +91.4% | -32.2% | +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