+1,563.7%
LITE vs RY
+154.9%
+1,408.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.7% |
| 7D | -1.5% | +3.1% | -4.6% | -4.9% |
| 30D | +6.7% | -0.3% | +7.0% | +7.3% |
| 3M | -6.8% | +8.7% | -15.4% | -14.7% |
| 6M | +29.4% | +28.5% | +0.9% | -1.9% |
| YTD | +139.1% | +25.1% | +114.0% | +86.0% |
| 1Y | +521.0% | +46.3% | +474.7% | +308.4% |
| All | +1,563.7% | +154.9% | +1,408.8% | +448.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling