+3,663.5%
SHOP vs RY
+355.6%
+3,307.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.3% | +1.3% |
| 7D | -2.5% | -3.0% | +0.5% | +0.4% |
| 30D | -16.7% | +6.3% | -23.0% | -21.1% |
| 3M | -2.2% | -2.6% | +0.4% | +0.3% |
| 6M | +45.6% | +13.9% | +31.6% | +28.6% |
| YTD | -7.3% | +21.7% | -29.0% | -22.8% |
| 1Y | -6.1% | +40.4% | -46.5% | -31.5% |
| 3Y | +143.3% | +161.3% | -18.0% | +2.5% |
| 5Y | +0.2% | +126.5% | -126.3% | -50.5% |
| 10Y | +3,663.5% | +354.3% | +3,309.1% | +1,158.0% |
| All | +3,663.5% | +355.6% | +3,307.8% | +1,158.0% |
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