+159.3%
CVE vs RY
+131.8%
+27.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +3.0% | -10.7% | -9.7% |
| 7D | -12.1% | +2.5% | -14.5% | -13.8% |
| 30D | -9.8% | +8.4% | -18.2% | -15.1% |
| 3M | -0.7% | +1.2% | -1.9% | -2.2% |
| 6M | -4.3% | +19.4% | -23.7% | -17.9% |
| YTD | +70.6% | +25.4% | +45.2% | +39.5% |
| 1Y | +73.2% | +46.7% | +26.5% | +23.1% |
| 3Y | +60.3% | +168.6% | -108.3% | -37.3% |
| 5Y | +159.3% | +132.3% | +27.0% | +10.6% |
| All | +159.3% | +131.8% | +27.5% | +10.6% |
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