+223.5%
C vs RY
+360.6%
-137.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.9% |
| 7D | -2.4% | -0.9% | -1.5% | -1.4% |
| 30D | -6.0% | +5.9% | -11.8% | -11.9% |
| 3M | -10.5% | -4.3% | -6.3% | -6.2% |
| 6M | -5.7% | +12.1% | -17.8% | -17.5% |
| YTD | +4.1% | +20.3% | -16.1% | -15.7% |
| 1Y | +20.5% | +41.0% | -20.5% | -18.6% |
| 3Y | +208.1% | +157.5% | +50.6% | +1.8% |
| 5Y | +110.4% | +123.2% | -12.8% | -18.7% |
| All | +223.5% | +360.6% | -137.0% | -31.9% |
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