+862.6%
CRS vs RY
+354.4%
+508.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.6% | +6.2% | +6.1% |
| 7D | +0.2% | -0.6% | +0.8% | +0.8% |
| 30D | -22.9% | +6.1% | -29.0% | -28.6% |
| 3M | -46.8% | -3.4% | -43.5% | -44.8% |
| 6M | -30.4% | +12.8% | -43.2% | -41.1% |
| YTD | -5.4% | +21.0% | -26.4% | -26.6% |
| 1Y | -9.0% | +40.5% | -49.4% | -41.8% |
| 3Y | +352.2% | +159.9% | +192.3% | +24.1% |
| 5Y | +852.2% | +125.0% | +727.3% | +217.4% |
| 10Y | +862.6% | +350.6% | +512.0% | +58.2% |
| All | +862.6% | +354.4% | +508.3% | +58.2% |
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