+64.1%
CNQ vs RY
+46.1%
+18.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.6% |
| 7D | +3.0% | +3.1% | -0.1% | +4.2% |
| 30D | +12.8% | -0.3% | +13.1% | +12.8% |
| 3M | +7.0% | +8.7% | -1.7% | +9.4% |
| 6M | +16.5% | +28.5% | -12.1% | +24.2% |
| YTD | +52.0% | +25.1% | +26.9% | +62.2% |
| 1Y | +64.1% | +46.3% | +17.8% | +63.5% |
| All | +64.1% | +46.1% | +18.0% | +63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling