+375.0%
RCL vs RY
+354.4%
+20.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.1% |
| 7D | +8.5% | -0.6% | +9.1% | +9.4% |
| 30D | +20.4% | +6.1% | +14.3% | +11.5% |
| 3M | +11.0% | -3.4% | +14.4% | +15.8% |
| 6M | +24.9% | +12.8% | +12.1% | +5.4% |
| YTD | +23.9% | +21.0% | +2.8% | -4.7% |
| 1Y | +30.8% | +40.5% | -9.6% | -17.5% |
| 3Y | +270.4% | +159.9% | +110.5% | -1.7% |
| 5Y | +296.1% | +125.0% | +171.1% | +30.6% |
| 10Y | +375.0% | +350.6% | +24.5% | -18.0% |
| All | +375.0% | +354.4% | +20.7% | -18.0% |
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