+11.9%
SONY vs RY
+122.0%
-110.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | +6.7% | -0.9% | +7.6% | +7.1% |
| 30D | +14.8% | +5.9% | +8.9% | +11.1% |
| 3M | +16.9% | -4.3% | +21.2% | +19.3% |
| 6M | +30.2% | +12.1% | +18.1% | +20.9% |
| YTD | +5.5% | +20.3% | -14.8% | -6.3% |
| 1Y | -4.6% | +41.0% | -45.6% | -23.1% |
| 3Y | +57.2% | +157.5% | -100.3% | -13.1% |
| All | +11.9% | +122.0% | -110.1% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling