-99.5%
SPXU vs RY
+355.6%
-455.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -2.9% |
| 7D | +1.5% | -3.0% | +4.5% | -3.4% |
| 30D | +6.4% | +6.3% | +0.1% | +20.3% |
| 3M | +4.2% | -2.6% | +6.8% | +0.6% |
| 6M | -7.8% | +13.9% | -21.7% | +20.7% |
| YTD | -27.5% | +21.7% | -49.2% | +10.1% |
| 1Y | -27.1% | +40.4% | -67.6% | +46.2% |
| 3Y | -80.8% | +161.3% | -242.1% | +46.8% |
| 5Y | -84.1% | +126.5% | -210.6% | +16.3% |
| 10Y | -99.5% | +354.3% | -453.9% | -80.3% |
| All | -99.5% | +355.6% | -455.1% | -80.3% |
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