+91.7%
CNC vs RY
+372.5%
-280.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.2% |
| 7D | -4.9% | -0.5% | -4.4% | -4.6% |
| 30D | -3.8% | -1.9% | -1.9% | -2.7% |
| 3M | -3.2% | +5.1% | -8.4% | -6.1% |
| 6M | +47.9% | +28.2% | +19.7% | +27.9% |
| YTD | +55.7% | +22.9% | +32.8% | +37.6% |
| 1Y | +106.2% | +45.5% | +60.8% | +65.0% |
| 3Y | -2.1% | +156.7% | -158.8% | -45.7% |
| 5Y | +3.4% | +137.7% | -134.3% | -40.7% |
| 10Y | +91.7% | +375.5% | -283.9% | -35.0% |
| All | +91.7% | +372.5% | -280.9% | -35.0% |
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