+1.4%
CCL vs RY
+140.8%
-139.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +1.0% |
| 7D | -5.0% | +3.1% | -8.2% | -8.9% |
| 30D | -20.3% | -0.3% | -20.0% | -20.1% |
| 3M | -15.1% | +8.7% | -23.8% | -24.3% |
| 6M | -15.1% | +28.5% | -43.6% | -38.8% |
| YTD | -21.8% | +25.1% | -46.9% | -41.8% |
| 1Y | -24.8% | +46.3% | -71.1% | -54.2% |
| 3Y | +51.9% | +154.9% | -103.1% | -57.3% |
| All | +1.4% | +140.8% | -139.4% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling