+354.3%
RY vs RRC
+72.2%
+282.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -3.0% | -0.5% | -2.5% | -2.9% |
| 30D | +6.3% | +25.2% | -18.9% | +3.5% |
| 3M | -2.6% | +27.8% | -30.4% | -5.4% |
| 6M | +13.9% | +27.2% | -13.3% | +10.5% |
| YTD | +21.7% | +48.2% | -26.5% | +15.6% |
| 1Y | +40.4% | +34.7% | +5.7% | +34.8% |
| 3Y | +161.3% | +62.2% | +99.1% | +142.7% |
| 5Y | +126.5% | +130.9% | -4.4% | +97.4% |
| 10Y | +354.3% | +73.4% | +280.9% | +247.5% |
| All | +354.3% | +72.2% | +282.2% | +247.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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