+3,614.5%
LMT vs RY
+11,288.9%
-7,674.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.3% |
| 7D | -8.5% | -0.2% | -8.3% | -8.5% |
| 30D | +15.4% | +7.1% | +8.4% | +13.1% |
| 3M | +0.7% | -2.7% | +3.3% | +1.4% |
| 6M | +17.6% | +13.8% | +3.8% | +12.9% |
| YTD | +23.8% | +22.1% | +1.7% | +16.2% |
| 1Y | +31.6% | +43.1% | -11.4% | +17.9% |
| 3Y | +44.0% | +163.6% | -119.6% | +6.7% |
| 5Y | +98.8% | +126.2% | -27.4% | +52.8% |
| 10Y | +202.1% | +358.7% | -156.6% | +88.1% |
| All | +3,614.5% | +11,288.9% | -7,674.5% | +1,125.6% |
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