+5,958.5%
LIN vs RY
+11,573.6%
-5,615.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -2.1% | +3.1% | -5.2% | -3.7% |
| 30D | -2.4% | -0.3% | -2.1% | -2.4% |
| 3M | -5.6% | +8.7% | -14.2% | -9.9% |
| 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% | -16.8% |
| 3Y | +27.6% | +154.9% | -127.3% | -23.7% |
| 5Y | +63.0% | +140.3% | -77.3% | +0.4% |
| 10Y | +359.3% | +377.0% | -17.8% | +98.3% |
| All | +5,958.5% | +11,573.6% | -5,615.1% | +655.1% |
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