+73.1%
CVX vs RY
+160.3%
-87.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +3.4% | +0.6% | +2.9% | +3.3% |
| 30D | -1.0% | +5.0% | -6.0% | -1.9% |
| 3M | +12.2% | -5.3% | +17.5% | +13.3% |
| 6M | +20.3% | +13.8% | +6.5% | +15.6% |
| YTD | +48.3% | +21.0% | +27.4% | +39.7% |
| 1Y | +46.9% | +40.5% | +6.4% | +30.2% |
| 3Y | +73.1% | +159.7% | -86.5% | +18.4% |
| All | +73.1% | +160.3% | -87.2% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling