+3,466.0%
CAH vs RY
+11,121.0%
-7,655.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.7% | +1.9% |
| 7D | +8.5% | -0.9% | +9.4% | +8.8% |
| 30D | +17.0% | +5.9% | +11.2% | +14.5% |
| 3M | +14.6% | -4.3% | +18.9% | +16.3% |
| 6M | +42.5% | +12.1% | +30.4% | +36.2% |
| YTD | +33.5% | +20.3% | +13.2% | +23.9% |
| 1Y | +38.5% | +41.0% | -2.5% | +21.0% |
| 3Y | +179.0% | +157.5% | +21.5% | +91.7% |
| 5Y | +507.2% | +123.2% | +384.0% | +337.0% |
| 10Y | +448.9% | +365.7% | +83.3% | +200.1% |
| All | +3,466.0% | +11,121.0% | -7,655.0% | +722.6% |
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