+706.4%
BP vs RY
+11,573.6%
-10,867.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | +3.9% | +3.1% | +0.8% | +2.2% |
| 30D | +7.6% | -0.3% | +7.9% | +7.6% |
| 3M | +0.7% | +8.7% | -8.0% | -4.2% |
| 6M | +15.5% | +28.5% | -13.0% | -0.1% |
| YTD | +30.8% | +25.1% | +5.7% | +14.7% |
| 1Y | +34.3% | +46.3% | -12.0% | +8.0% |
| 3Y | +35.1% | +154.9% | -119.9% | -20.7% |
| 5Y | +126.8% | +140.3% | -13.5% | +38.1% |
| 10Y | +123.4% | +377.0% | -253.7% | -1.1% |
| All | +706.4% | +11,573.6% | -10,867.2% | +47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling