+238.8%
RCL vs RPRX
+74.2%
+164.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | +2.0% |
| 7D | -0.5% | -2.8% | +2.3% | +0.6% |
| 30D | -17.3% | +7.2% | -24.5% | -19.9% |
| 3M | -2.8% | +10.9% | -13.6% | -7.4% |
| 6M | -4.4% | +34.6% | -38.9% | -16.5% |
| YTD | -4.2% | +59.0% | -63.1% | -22.2% |
| 1Y | -23.4% | +72.5% | -95.9% | -40.3% |
| 3Y | +179.4% | +124.1% | +55.3% | +88.7% |
| 5Y | +238.8% | +75.9% | +162.8% | +189.9% |
| All | +238.8% | +74.2% | +164.5% | +189.9% |
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