+272.1%
CNQ vs RY
+136.8%
+135.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -2.2% | +2.3% | +1.6% |
| 30D | +6.2% | -3.6% | +9.8% | +8.6% |
| 3M | +12.4% | +3.9% | +8.4% | +8.3% |
| 6M | +9.0% | +26.4% | -17.4% | -10.0% |
| YTD | +52.2% | +22.3% | +29.9% | +28.5% |
| 1Y | +65.0% | +43.7% | +21.3% | +21.4% |
| 3Y | +78.8% | +154.0% | -75.1% | -24.1% |
| All | +272.1% | +136.8% | +135.3% | +60.1% |
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