+54.7%
XLE vs RPRX
+137.9%
-83.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +2.2% | +5.1% | -2.9% | +1.7% |
| 30D | +11.8% | +11.2% | +0.6% | +10.5% |
| 3M | +9.8% | +16.7% | -6.9% | +7.9% |
| 6M | +15.6% | +36.0% | -20.4% | +11.6% |
| YTD | +45.3% | +67.8% | -22.5% | +36.2% |
| 1Y | +48.3% | +76.7% | -28.4% | +37.7% |
| All | +54.7% | +137.9% | -83.2% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling