+8.9%
CRCL vs RY
+64.0%
-55.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | -2.2% | -9.0% | -9.4% |
| 30D | +27.1% | -3.6% | +30.7% | +31.1% |
| 3M | +9.6% | +3.9% | +5.7% | +4.1% |
| 6M | -19.7% | +26.4% | -46.1% | -41.1% |
| YTD | +14.2% | +22.3% | -8.1% | -11.5% |
| 1Y | -32.2% | +43.7% | -75.9% | -56.9% |
| All | +8.9% | +64.0% | -55.1% | -29.0% |
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