+1,211.0%
CLX vs RY
+11,266.1%
-10,055.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.2% |
| 7D | +12.4% | -1.1% | +13.5% | +12.7% |
| 30D | +21.1% | +4.4% | +16.7% | +19.9% |
| 3M | -3.3% | -2.9% | -0.4% | -2.7% |
| 6M | +18.8% | +15.6% | +3.2% | +14.9% |
| YTD | +3.9% | +21.8% | -17.9% | -0.7% |
| 1Y | -3.8% | +42.6% | -46.4% | -11.3% |
| 3Y | -10.5% | +160.9% | -171.4% | -28.3% |
| 5Y | -26.7% | +126.1% | -152.7% | -39.8% |
| 10Y | +19.9% | +371.7% | -351.8% | -18.9% |
| All | +1,211.0% | +11,266.1% | -10,055.1% | +306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling