-64.0%
STLA vs RY
+38.8%
-102.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -0.9% |
| 7D | -13.8% | +0.6% | -14.3% | -14.0% |
| 30D | -10.5% | +5.0% | -15.6% | -12.4% |
| 3M | -28.9% | -5.3% | -23.6% | -26.9% |
| 6M | -49.7% | +13.8% | -63.6% | -54.7% |
| YTD | -64.9% | +21.0% | -85.9% | -70.6% |
| 1Y | -64.0% | +40.5% | -104.5% | -77.4% |
| All | -64.0% | +38.8% | -102.8% | -77.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling