+331.5%
CDW vs RY
+354.4%
-22.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.6% | +7.2% | +7.4% |
| 7D | +13.1% | -0.6% | +13.7% | +13.9% |
| 30D | +19.1% | +6.1% | +13.0% | +14.8% |
| 3M | +24.7% | -3.4% | +28.1% | +28.0% |
| 6M | +63.4% | +12.8% | +50.6% | +49.6% |
| YTD | +26.3% | +21.0% | +5.3% | +9.3% |
| 1Y | +20.6% | +40.5% | -19.9% | -6.5% |
| 3Y | -16.3% | +159.9% | -176.2% | -59.5% |
| 5Y | -3.9% | +125.0% | -128.9% | -48.5% |
| 10Y | +331.5% | +350.6% | -19.1% | +54.5% |
| All | +331.5% | +354.4% | -22.8% | +54.5% |
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