+67.5%
LNT vs RPRX
+53.1%
+14.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.5% |
| 7D | -1.1% | -8.0% | +6.9% | 0.0% |
| 30D | -1.9% | +2.1% | -4.0% | -2.3% |
| 3M | -7.2% | +8.2% | -15.4% | -8.3% |
| 6M | -3.9% | +28.9% | -32.8% | -7.4% |
| YTD | +5.9% | +54.1% | -48.3% | -0.6% |
| 1Y | +8.4% | +65.5% | -57.2% | +0.6% |
| 3Y | +46.6% | +117.3% | -70.7% | +30.2% |
| 5Y | +32.4% | +71.6% | -39.2% | +21.3% |
| All | +67.5% | +53.1% | +14.5% | +52.8% |
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