+61.9%
LIN vs RY
+140.8%
-78.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -2.1% | +3.1% | -5.2% | -3.6% |
| 30D | -2.4% | -0.3% | -2.1% | -2.4% |
| 3M | -5.6% | +8.7% | -14.2% | -9.8% |
| 6M | -3.4% | +28.5% | -31.9% | -15.8% |
| YTD | +13.1% | +25.1% | -12.0% | -0.1% |
| 1Y | +2.5% | +46.3% | -43.8% | -17.3% |
| 3Y | +27.6% | +154.9% | -127.3% | -27.6% |
| All | +61.9% | +140.8% | -78.9% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling