-30.3%
LULU vs RPRX
+85.8%
-116.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.0% | +4.4% |
| 7D | +6.5% | +4.2% | +2.3% | +5.6% |
| 30D | +20.3% | +19.2% | +1.1% | +16.8% |
| 3M | -8.9% | +18.0% | -26.9% | -11.8% |
| 6M | -13.1% | +35.7% | -48.8% | -19.0% |
| YTD | -46.1% | +77.2% | -123.3% | -53.0% |
| 1Y | -30.3% | +82.0% | -112.3% | -39.4% |
| All | -30.3% | +85.8% | -116.1% | -39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling