+197.6%
CAG vs RY
+11,121.0%
-10,923.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.4% |
| 7D | +5.8% | -0.9% | +6.7% | +6.0% |
| 30D | +16.4% | +5.9% | +10.5% | +14.8% |
| 3M | +3.8% | -4.3% | +8.1% | +4.8% |
| 6M | +10.8% | +12.1% | -1.3% | +7.6% |
| YTD | -5.8% | +20.3% | -26.1% | -10.2% |
| 1Y | -2.4% | +41.0% | -43.4% | -10.5% |
| 3Y | -33.4% | +157.5% | -191.0% | -47.4% |
| 5Y | -39.4% | +123.2% | -162.6% | -50.7% |
| 10Y | -37.5% | +365.7% | -403.2% | -57.6% |
| All | +197.6% | +11,121.0% | -10,923.4% | -4.8% |
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