+550.9%
CVE vs RPRX
+82.4%
+468.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.5% |
| 7D | +0.1% | +3.6% | -3.6% | -0.5% |
| 30D | -10.8% | +21.2% | -32.0% | -13.6% |
| 3M | -4.3% | +21.6% | -26.0% | -7.5% |
| 6M | -1.5% | +36.7% | -38.2% | -6.8% |
| YTD | +70.7% | +83.7% | -13.0% | +52.4% |
| 1Y | +58.1% | +83.2% | -25.1% | +41.2% |
| 3Y | +69.8% | +177.7% | -107.8% | +37.4% |
| 5Y | +148.9% | +95.8% | +53.1% | +118.1% |
| All | +550.9% | +82.4% | +468.6% | +455.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling