+415.5%
CNQ vs RY
+377.3%
+38.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -2.2% | +2.3% | +2.5% |
| 30D | +6.2% | -3.6% | +9.8% | +9.9% |
| 3M | +12.4% | +3.9% | +8.4% | +6.3% |
| 6M | +9.0% | +26.4% | -17.4% | -17.7% |
| YTD | +52.2% | +22.3% | +29.9% | +18.4% |
| 1Y | +65.0% | +43.7% | +21.3% | +6.5% |
| 3Y | +78.8% | +154.0% | -75.1% | -43.3% |
| 5Y | +286.0% | +137.6% | +148.4% | +31.5% |
| All | +415.5% | +377.3% | +38.2% | -9.5% |
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 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