+106.2%
BP vs RY
+123.9%
-17.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | -6.3% | -0.6% | -5.7% | -6.2% |
| 30D | -3.6% | +6.1% | -9.8% | -6.6% |
| 3M | +5.2% | -3.4% | +8.6% | +6.6% |
| 6M | +5.3% | +12.8% | -7.5% | -2.6% |
| YTD | +33.1% | +21.0% | +12.1% | +17.5% |
| 1Y | +26.3% | +40.5% | -14.2% | +1.2% |
| 3Y | +47.5% | +159.9% | -112.4% | -26.4% |
| 5Y | +106.2% | +125.0% | -18.8% | +14.1% |
| All | +106.2% | +123.9% | -17.8% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling