+144.2%
CVE vs RPRX
+95.1%
+49.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.1% |
| 7D | -10.0% | +4.6% | -14.6% | -10.8% |
| 30D | -11.9% | +22.0% | -33.8% | -15.2% |
| 3M | -5.9% | +20.3% | -26.2% | -9.5% |
| 6M | -1.6% | +37.9% | -39.5% | -8.2% |
| YTD | +66.3% | +82.2% | -15.9% | +44.6% |
| 1Y | +57.5% | +83.7% | -26.2% | +36.7% |
| 3Y | +65.4% | +175.4% | -110.0% | +24.7% |
| 5Y | +144.2% | +87.7% | +56.4% | +119.7% |
| All | +144.2% | +95.1% | +49.0% | +119.7% |
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