+32.0%
XEL vs RPRX
+70.9%
-38.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -0.3% | -8.4% | +8.1% | +1.4% |
| 30D | -3.9% | -0.6% | -3.3% | -4.0% |
| 3M | -2.8% | +6.4% | -9.2% | -4.3% |
| 6M | -5.4% | +26.6% | -32.0% | -10.2% |
| YTD | +3.8% | +53.8% | -50.0% | -5.5% |
| 1Y | +6.8% | +62.8% | -56.0% | -4.2% |
| 3Y | +45.6% | +118.0% | -72.4% | +20.9% |
| All | +32.0% | +70.9% | -38.9% | +17.5% |
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