+206.0%
CVX vs RPRX
+81.2%
+124.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | +3.4% | +3.3% | +0.1% | +3.0% |
| 30D | -1.0% | +17.9% | -18.9% | -3.1% |
| 3M | +12.2% | +19.2% | -7.0% | +9.6% |
| 6M | +20.3% | +31.7% | -11.4% | +15.9% |
| YTD | +48.3% | +82.5% | -34.2% | +36.3% |
| 1Y | +46.9% | +78.4% | -31.5% | +35.5% |
| 3Y | +73.1% | +177.0% | -103.8% | +48.2% |
| 5Y | +135.2% | +86.5% | +48.8% | +112.7% |
| All | +206.0% | +81.2% | +124.8% | +171.3% |
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