+428.3%
USO vs RPRX
+57.8%
+370.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.3% | +8.1% | +3.1% |
| 7D | +3.6% | -2.8% | +6.3% | +3.7% |
| 30D | +23.8% | +7.2% | +16.6% | +23.3% |
| 3M | +8.1% | +10.9% | -2.8% | +7.5% |
| 6M | +34.3% | +34.6% | -0.3% | +32.0% |
| YTD | +111.1% | +59.0% | +52.2% | +104.6% |
| 1Y | +99.9% | +72.5% | +27.4% | +92.2% |
| 3Y | +86.5% | +124.1% | -37.6% | +73.4% |
| 5Y | +200.5% | +75.9% | +124.6% | +188.0% |
| All | +428.3% | +57.8% | +370.5% | +404.9% |
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 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