+336.5%
BHP vs RY
+354.4%
-17.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.0% |
| 7D | +3.8% | -0.6% | +4.4% | +4.3% |
| 30D | -6.5% | +6.1% | -12.6% | -11.5% |
| 3M | -8.5% | -3.4% | -5.2% | -6.1% |
| 6M | -2.2% | +12.8% | -14.9% | -13.2% |
| YTD | +40.0% | +21.0% | +19.0% | +16.8% |
| 1Y | +51.3% | +40.5% | +10.9% | +10.0% |
| 3Y | +56.5% | +159.9% | -103.3% | -37.6% |
| 5Y | +130.2% | +125.0% | +5.2% | +5.3% |
| 10Y | +336.5% | +350.6% | -14.1% | +18.8% |
| All | +336.5% | +354.4% | -17.8% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling