+146.2%
CVE vs RY
+124.6%
+21.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -0.8% |
| 7D | -14.1% | -1.1% | -13.0% | -13.6% |
| 30D | -11.6% | +4.4% | -16.0% | -14.6% |
| 3M | 0.0% | -2.9% | +3.0% | +1.5% |
| 6M | -8.4% | +15.6% | -24.0% | -19.6% |
| YTD | +65.9% | +21.8% | +44.1% | +38.4% |
| 1Y | +69.4% | +42.6% | +26.8% | +22.8% |
| 3Y | +55.9% | +160.9% | -105.0% | -37.8% |
| 5Y | +146.2% | +126.1% | +20.1% | +6.9% |
| All | +146.2% | +124.6% | +21.5% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling