+76.0%
CNP vs RY
+123.9%
-47.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.2% |
| 7D | -3.0% | -0.6% | -2.4% | -2.9% |
| 30D | +6.8% | +6.1% | +0.7% | +4.5% |
| 3M | +3.6% | -3.4% | +7.0% | +4.7% |
| 6M | 0.0% | +12.8% | -12.8% | -4.8% |
| YTD | +9.4% | +21.0% | -11.6% | +1.2% |
| 1Y | +6.8% | +40.5% | -33.6% | -7.2% |
| 3Y | +64.2% | +159.9% | -95.7% | +6.5% |
| 5Y | +76.0% | +125.0% | -48.9% | +21.2% |
| All | +76.0% | +123.9% | -47.9% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling