-29.4%
CCL vs RY
+354.4%
-383.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.0% |
| 7D | +5.8% | -0.6% | +6.4% | +6.9% |
| 30D | +17.3% | +6.1% | +11.1% | +8.0% |
| 3M | +11.3% | -3.4% | +14.7% | +16.9% |
| 6M | +18.5% | +12.8% | +5.7% | -0.8% |
| YTD | +2.8% | +21.0% | -18.2% | -21.8% |
| 1Y | +16.7% | +40.5% | -23.7% | -28.1% |
| 3Y | +146.0% | +159.9% | -13.9% | -40.0% |
| 5Y | +33.6% | +125.0% | -91.3% | -58.1% |
| 10Y | -29.4% | +350.6% | -380.0% | -88.5% |
| All | -29.4% | +354.4% | -383.8% | -88.5% |
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