+158.7%
CI vs RY
+360.6%
-201.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -1.8% |
| 7D | -1.6% | -0.9% | -0.7% | -1.0% |
| 30D | +5.4% | +5.9% | -0.4% | +1.8% |
| 3M | +7.3% | -4.3% | +11.5% | +9.9% |
| 6M | +5.3% | +12.1% | -6.8% | -2.5% |
| YTD | +8.5% | +20.3% | -11.8% | -4.2% |
| 1Y | +17.1% | +41.0% | -23.9% | -6.7% |
| 3Y | +1.4% | +157.5% | -156.1% | -46.9% |
| 5Y | +50.5% | +123.2% | -72.7% | -14.5% |
| All | +158.7% | +360.6% | -201.8% | -9.2% |
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