+150.3%
CI vs RY
+354.4%
-204.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +2.9% |
| 7D | +2.6% | -0.6% | +3.2% | +3.0% |
| 30D | +7.3% | +6.1% | +1.2% | +3.5% |
| 3M | +9.5% | -3.4% | +12.9% | +11.6% |
| 6M | +6.4% | +12.8% | -6.4% | -1.8% |
| YTD | +12.0% | +21.0% | -9.0% | -1.5% |
| 1Y | +20.1% | +40.5% | -20.4% | -4.0% |
| 3Y | +9.6% | +159.9% | -150.3% | -43.0% |
| 5Y | +52.7% | +125.0% | -72.3% | -13.6% |
| 10Y | +150.3% | +350.6% | -200.3% | -10.6% |
| All | +150.3% | +354.4% | -204.1% | -10.6% |
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