+2,848.5%
LII vs RY
+5,073.5%
-2,225.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.9% | 0.0% | -1.2% |
| 7D | +0.2% | -1.1% | +1.3% | +0.9% |
| 30D | -4.6% | +4.4% | -9.0% | -6.9% |
| 3M | -21.7% | -2.9% | -18.7% | -20.5% |
| 6M | -32.8% | +15.6% | -48.4% | -37.9% |
| YTD | -27.5% | +21.8% | -49.3% | -34.9% |
| 1Y | -28.0% | +42.6% | -70.6% | -40.7% |
| 3Y | -7.2% | +160.9% | -168.1% | -44.9% |
| 5Y | +22.6% | +126.1% | -103.5% | -21.6% |
| 10Y | +171.5% | +371.7% | -200.2% | +15.5% |
| All | +2,848.5% | +5,073.5% | -2,225.0% | +433.2% |
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