+163.2%
OXY vs RPRX
+72.5%
+90.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.8% |
| 7D | +1.4% | -8.0% | +9.4% | +2.8% |
| 30D | +4.0% | +2.1% | +2.0% | +3.5% |
| 3M | +7.6% | +8.2% | -0.6% | +5.8% |
| 6M | +16.2% | +28.9% | -12.7% | +10.1% |
| YTD | +50.8% | +54.1% | -3.3% | +37.3% |
| 1Y | +34.7% | +65.5% | -30.8% | +20.3% |
| 3Y | -1.0% | +117.3% | -118.3% | -18.7% |
| 5Y | +163.2% | +71.6% | +91.6% | +142.5% |
| All | +163.2% | +72.5% | +90.7% | +142.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling