+6.8%
CI vs RY
+154.9%
-148.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +1.3% | +3.1% | -1.8% | +0.6% |
| 30D | +4.4% | -0.3% | +4.8% | +4.5% |
| 3M | +0.7% | +8.7% | -8.0% | -1.5% |
| 6M | +0.3% | +28.5% | -28.2% | -6.1% |
| YTD | +3.8% | +25.1% | -21.3% | -2.3% |
| 1Y | -5.5% | +46.3% | -51.8% | -14.8% |
| All | +6.8% | +154.9% | -148.1% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling