+12.5%
SYY vs RY
+127.1%
-114.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.3% |
| 7D | -4.1% | -0.2% | -3.9% | -4.0% |
| 30D | +0.3% | +7.1% | -6.8% | -2.8% |
| 3M | -6.3% | -2.7% | -3.7% | -5.3% |
| 6M | +9.7% | +13.8% | -4.1% | +2.6% |
| YTD | +9.4% | +22.1% | -12.6% | -1.3% |
| 1Y | +7.3% | +43.1% | -35.8% | -10.7% |
| 3Y | +27.6% | +163.6% | -136.0% | -24.4% |
| 5Y | +12.5% | +126.2% | -113.7% | -28.8% |
| All | +12.5% | +127.1% | -114.5% | -28.8% |
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