+1.7%
OXY vs RPRX
+116.2%
-114.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +2.8% | -8.4% | +11.2% | +3.5% |
| 30D | +5.5% | -0.6% | +6.1% | +5.4% |
| 3M | +11.3% | +6.4% | +4.9% | +10.6% |
| 6M | +11.6% | +26.6% | -15.0% | +9.0% |
| YTD | +51.6% | +53.8% | -2.2% | +44.5% |
| 1Y | +36.2% | +62.8% | -26.6% | +28.6% |
| 3Y | +1.7% | +118.0% | -116.3% | -7.3% |
| All | +1.7% | +116.2% | -114.5% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling