-36.7%
LVS vs RY
+41.3%
-78.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +6.7% | -0.6% | +7.3% | +6.9% |
| 30D | +13.8% | +6.1% | +7.6% | +11.9% |
| 3M | -9.5% | -3.4% | -6.1% | -9.1% |
| 6M | -22.0% | +12.8% | -34.8% | -25.9% |
| YTD | -35.7% | +21.0% | -56.7% | -41.2% |
| 1Y | -36.7% | +40.5% | -77.1% | -43.6% |
| All | -36.7% | +41.3% | -78.0% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling