+5.9%
PCG vs RY
+11,573.6%
-11,567.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.7% |
| 7D | -13.9% | +3.1% | -17.0% | -14.7% |
| 30D | -16.9% | -0.3% | -16.5% | -16.8% |
| 3M | -14.7% | +8.7% | -23.4% | -17.2% |
| 6M | -23.8% | +28.5% | -52.4% | -30.0% |
| YTD | -10.5% | +25.1% | -35.6% | -17.1% |
| 1Y | -5.1% | +46.3% | -51.4% | -16.6% |
| 3Y | -11.6% | +154.9% | -166.5% | -35.3% |
| 5Y | +59.0% | +140.3% | -81.3% | +18.4% |
| 10Y | -75.7% | +377.0% | -452.8% | -85.0% |
| All | +5.9% | +11,573.6% | -11,567.7% | -58.7% |
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