+529.0%
CVE vs RPRX
+75.3%
+453.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -16.1% | +0.2% | -16.3% | -16.2% |
| 30D | -10.4% | +18.6% | -29.0% | -12.9% |
| 3M | -2.4% | +18.0% | -20.4% | -5.2% |
| 6M | -4.4% | +33.8% | -38.2% | -9.3% |
| YTD | +64.9% | +76.6% | -11.6% | +48.1% |
| 1Y | +66.0% | +68.2% | -2.2% | +50.4% |
| 3Y | +57.7% | +161.5% | -103.9% | +28.9% |
| 5Y | +144.7% | +91.4% | +53.3% | +115.2% |
| All | +529.0% | +75.3% | +453.6% | +440.5% |
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 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