+33.2%
CP vs RY
+38.8%
-5.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +2.1% | +0.6% | +1.6% | +1.9% |
| 30D | +9.3% | +5.0% | +4.3% | +7.0% |
| 3M | +0.5% | -5.3% | +5.8% | +2.6% |
| 6M | +10.4% | +13.8% | -3.4% | +0.6% |
| YTD | +28.7% | +21.0% | +7.7% | +11.5% |
| 1Y | +33.2% | +40.5% | -7.3% | +5.1% |
| All | +33.2% | +38.8% | -5.6% | +5.1% |
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 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