+32.2%
CP vs RY
+41.1%
-9.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -0.7% | -3.0% | +2.3% | +0.6% |
| 30D | +9.6% | +6.3% | +3.4% | +6.7% |
| 3M | +2.2% | -2.6% | +4.8% | +3.1% |
| 6M | +11.1% | +13.9% | -2.8% | +1.1% |
| YTD | +28.2% | +21.7% | +6.5% | +10.5% |
| 1Y | +32.2% | +40.4% | -8.3% | +2.5% |
| All | +32.2% | +41.1% | -9.0% | +2.5% |
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