+59,847.4%
ROST vs RY
+11,573.6%
+48,273.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +0.9% | +3.1% | -2.2% | -0.5% |
| 30D | -8.9% | -0.3% | -8.6% | -8.8% |
| 3M | -0.8% | +8.7% | -9.5% | -4.8% |
| 6M | +8.5% | +28.5% | -20.1% | -3.9% |
| YTD | +28.6% | +25.1% | +3.5% | +15.2% |
| 1Y | +52.3% | +46.3% | +6.0% | +26.7% |
| 3Y | +94.8% | +154.9% | -60.1% | +23.3% |
| 5Y | +110.8% | +140.3% | -29.5% | +37.0% |
| 10Y | +304.5% | +377.0% | -72.5% | +95.4% |
| All | +59,847.4% | +11,573.6% | +48,273.7% | +6,781.6% |
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