-14.1%
CG vs RY
+46.4%
-60.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.0% | +1.5% | +1.8% |
| 7D | +9.4% | +2.5% | +7.0% | +7.1% |
| 30D | +8.7% | +8.4% | +0.3% | +1.2% |
| 3M | -15.0% | +1.2% | -16.2% | -16.1% |
| 6M | -13.2% | +19.4% | -32.6% | -27.0% |
| YTD | -26.2% | +25.4% | -51.6% | -41.2% |
| 1Y | -14.1% | +46.7% | -60.8% | -42.5% |
| All | -14.1% | +46.4% | -60.5% | -42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling