+264.7%
XOM vs RPRX
+72.5%
+192.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +1.0% |
| 7D | +1.9% | -8.0% | +9.9% | +3.0% |
| 30D | +4.1% | +2.1% | +2.0% | +3.7% |
| 3M | +10.4% | +8.2% | +2.2% | +9.1% |
| 6M | +13.0% | +28.9% | -15.9% | +8.7% |
| YTD | +40.1% | +54.1% | -14.1% | +30.7% |
| 1Y | +51.1% | +65.5% | -14.4% | +38.9% |
| 3Y | +57.7% | +117.3% | -59.6% | +36.1% |
| 5Y | +264.7% | +71.6% | +193.1% | +241.5% |
| All | +264.7% | +72.5% | +192.3% | +241.5% |
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