+1,728.1%
CVS vs RY
+11,121.0%
-9,392.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.6% |
| 7D | -7.1% | -0.9% | -6.2% | -7.0% |
| 30D | -4.0% | +5.9% | -9.8% | -6.2% |
| 3M | -12.2% | -4.3% | -8.0% | -11.2% |
| 6M | -2.2% | +12.1% | -14.3% | -6.6% |
| YTD | +8.9% | +20.3% | -11.4% | +1.1% |
| 1Y | +9.9% | +41.0% | -31.1% | -3.8% |
| 3Y | +32.1% | +157.5% | -125.4% | -7.9% |
| 5Y | +5.7% | +123.2% | -117.5% | -22.8% |
| 10Y | +39.0% | +365.7% | -326.7% | -22.2% |
| All | +1,728.1% | +11,121.0% | -9,392.9% | +265.5% |
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