+334.4%
XOM vs RPRX
+57.8%
+276.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.3% | +6.0% | +1.3% |
| 7D | -2.4% | -2.8% | +0.4% | -2.1% |
| 30D | +5.7% | +7.2% | -1.5% | +4.8% |
| 3M | +6.6% | +10.9% | -4.3% | +5.2% |
| 6M | +7.7% | +34.6% | -26.9% | +3.8% |
| YTD | +36.2% | +59.0% | -22.8% | +28.4% |
| 1Y | +50.5% | +72.5% | -22.0% | +40.0% |
| 3Y | +53.4% | +124.1% | -70.7% | +36.4% |
| 5Y | +254.2% | +75.9% | +178.3% | +227.5% |
| All | +334.4% | +57.8% | +276.6% | +298.1% |
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