+217.4%
C vs RY
+11,573.6%
-11,356.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.4% |
| 7D | +3.6% | +3.1% | +0.5% | +0.3% |
| 30D | +0.1% | -0.3% | +0.4% | +0.4% |
| 3M | +2.4% | +8.7% | -6.2% | -6.3% |
| 6M | +24.9% | +28.5% | -3.6% | -4.1% |
| YTD | +19.8% | +25.1% | -5.3% | -5.2% |
| 1Y | +44.9% | +46.3% | -1.4% | -2.7% |
| 3Y | +263.0% | +154.9% | +108.0% | +34.1% |
| 5Y | +129.5% | +140.3% | -10.8% | -10.3% |
| 10Y | +291.6% | +377.0% | -85.4% | -20.8% |
| All | +217.4% | +11,573.6% | -11,356.3% | -92.8% |
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 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