+62.8%
CNQ vs RY
+46.4%
+16.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.0% | -10.4% | -6.1% |
| 7D | -9.4% | +2.5% | -11.9% | -8.3% |
| 30D | +2.8% | +8.4% | -5.7% | +6.2% |
| 3M | +8.5% | +1.2% | +7.2% | +9.1% |
| 6M | +6.4% | +19.4% | -13.0% | +13.5% |
| YTD | +50.9% | +25.4% | +25.5% | +65.6% |
| 1Y | +62.8% | +46.7% | +16.1% | +76.4% |
| All | +62.8% | +46.4% | +16.4% | +76.4% |
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