-76.2%
PCG vs RY
+354.4%
-430.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.6% |
| 7D | -0.5% | -0.6% | +0.1% | -0.1% |
| 30D | +0.8% | +6.1% | -5.4% | -3.2% |
| 3M | -22.0% | -3.4% | -18.7% | -20.5% |
| 6M | -17.1% | +12.8% | -29.9% | -24.1% |
| YTD | -16.9% | +21.0% | -37.9% | -27.8% |
| 1Y | -19.1% | +40.5% | -59.5% | -36.7% |
| 3Y | -19.4% | +159.9% | -179.3% | -60.0% |
| 5Y | +9.0% | +125.0% | -116.0% | -40.7% |
| 10Y | -76.2% | +350.6% | -426.7% | -91.6% |
| All | -76.2% | +354.4% | -430.5% | -91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling