+186.6%
LH vs RY
+371.6%
-185.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.2% |
| 7D | -0.8% | +2.7% | -3.6% | -2.5% |
| 30D | +2.0% | -1.0% | +3.0% | +2.5% |
| 3M | +24.3% | +7.6% | +16.6% | +18.2% |
| 6M | +21.1% | +29.5% | -8.4% | +2.3% |
| YTD | +30.4% | +24.2% | +6.3% | +12.9% |
| 1Y | +18.4% | +46.4% | -28.0% | -8.0% |
| 3Y | +65.5% | +159.4% | -93.9% | -13.6% |
| 5Y | +29.9% | +141.8% | -112.0% | -30.2% |
| 10Y | +186.6% | +373.9% | -187.3% | -7.4% |
| All | +186.6% | +371.6% | -185.0% | -7.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling