+22.6%
CRCL vs RY
+67.7%
-45.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.5% |
| 7D | +17.1% | +3.1% | +14.0% | +14.5% |
| 30D | +61.3% | -0.3% | +61.6% | +61.3% |
| 3M | +12.7% | +8.7% | +4.1% | +2.3% |
| 6M | -3.1% | +28.5% | -31.6% | -29.7% |
| YTD | +28.7% | +25.1% | +3.6% | -2.4% |
| 1Y | -13.1% | +46.3% | -59.4% | -45.8% |
| All | +22.6% | +67.7% | -45.1% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling