+41.0%
XLE vs RPRX
+81.1%
-40.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.6% |
| 7D | -7.9% | +3.4% | -11.3% | -7.8% |
| 30D | -4.8% | +20.8% | -25.6% | -4.2% |
| 3M | +8.4% | +21.6% | -13.3% | +8.9% |
| 6M | +12.7% | +36.5% | -23.9% | +14.3% |
| YTD | +41.3% | +80.4% | -39.1% | +40.6% |
| All | +41.0% | +81.1% | -40.0% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling