+323.1%
CCL vs RY
+11,266.1%
-10,943.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.9% | -2.6% | -3.3% |
| 7D | +2.6% | -1.1% | +3.7% | +3.7% |
| 30D | +11.3% | +4.4% | +6.9% | +7.9% |
| 3M | +0.3% | -2.9% | +3.2% | +2.8% |
| 6M | +16.1% | +15.6% | +0.6% | +4.1% |
| YTD | -1.6% | +21.8% | -23.4% | -14.8% |
| 1Y | +11.8% | +42.6% | -30.8% | -14.2% |
| 3Y | +139.6% | +160.9% | -21.3% | +16.7% |
| 5Y | +21.3% | +126.1% | -104.8% | -31.7% |
| 10Y | -29.8% | +371.7% | -401.5% | -73.1% |
| All | +323.1% | +11,266.1% | -10,943.0% | -62.7% |
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