+202.9%
ORLY vs RPRX
+57.8%
+145.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.0% | -4.0% | +3.0% | -0.6% |
| 30D | -6.7% | +4.9% | -11.6% | -7.2% |
| 3M | -3.8% | +9.4% | -13.2% | -4.8% |
| 6M | -9.0% | +33.3% | -42.3% | -11.8% |
| YTD | -5.6% | +59.0% | -64.6% | -10.1% |
| 1Y | -19.5% | +69.2% | -88.7% | -23.9% |
| 3Y | +34.7% | +124.1% | -89.4% | +23.5% |
| 5Y | +118.0% | +77.9% | +40.2% | +105.8% |
| All | +202.9% | +57.8% | +145.1% | +184.3% |
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 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