+15.6%
CRCL vs RY
+66.4%
-50.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -5.1% |
| 7D | +7.5% | +2.7% | +4.8% | +5.5% |
| 30D | +44.3% | -1.0% | +45.2% | +45.2% |
| 3M | +16.5% | +7.6% | +8.9% | +6.7% |
| 6M | -5.6% | +29.5% | -35.1% | -32.5% |
| YTD | +21.3% | +24.2% | -2.9% | -7.4% |
| 1Y | -14.5% | +46.4% | -60.9% | -46.5% |
| All | +15.6% | +66.4% | -50.9% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling