+19.3%
SYY vs RY
+140.3%
-121.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | -2.8% | +2.7% | -5.5% | -4.0% |
| 30D | -5.3% | -1.0% | -4.3% | -4.9% |
| 3M | +5.1% | +7.6% | -2.6% | +1.1% |
| 6M | -5.0% | +29.5% | -34.5% | -16.5% |
| YTD | +10.7% | +24.2% | -13.5% | -0.9% |
| 1Y | +0.7% | +46.4% | -45.7% | -17.0% |
| 3Y | +24.0% | +159.4% | -135.4% | -25.4% |
| 5Y | +19.3% | +141.8% | -122.6% | -28.1% |
| All | +19.3% | +140.3% | -121.0% | -28.1% |
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