+226.1%
HPQ vs RY
+372.5%
-146.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +6.0% | +5.7% |
| 7D | +2.2% | -0.5% | +2.7% | +2.6% |
| 30D | +9.7% | -1.9% | +11.6% | +11.3% |
| 3M | +32.7% | +5.1% | +27.6% | +26.9% |
| 6M | +77.7% | +28.2% | +49.5% | +44.3% |
| YTD | +51.0% | +22.9% | +28.1% | +26.4% |
| 1Y | +18.4% | +45.5% | -27.1% | -13.7% |
| 3Y | +25.6% | +156.7% | -131.1% | -43.0% |
| 5Y | +38.6% | +137.7% | -99.1% | -33.1% |
| 10Y | +226.1% | +375.5% | -149.4% | +4.8% |
| All | +226.1% | +372.5% | -146.4% | +4.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling