+153.3%
CNC vs RY
+354.4%
-201.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | +4.0% | -0.6% | +4.6% | +4.6% |
| 30D | +7.4% | +6.1% | +1.3% | +4.0% |
| 3M | +5.4% | -3.4% | +8.8% | +7.6% |
| 6M | +25.4% | +12.8% | +12.6% | +17.1% |
| YTD | +70.6% | +21.0% | +49.6% | +52.3% |
| 1Y | +104.9% | +40.5% | +64.5% | +68.0% |
| 3Y | -2.3% | +159.9% | -162.2% | -46.0% |
| 5Y | -6.5% | +125.0% | -131.5% | -44.2% |
| 10Y | +153.3% | +350.6% | -197.3% | -5.7% |
| All | +153.3% | +354.4% | -201.1% | -5.7% |
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