+2,281.8%
SYY vs RY
+11,288.9%
-9,007.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.4% |
| 7D | -4.1% | -0.2% | -3.9% | -4.0% |
| 30D | +0.3% | +7.1% | -6.8% | -2.3% |
| 3M | -6.3% | -2.7% | -3.7% | -5.5% |
| 6M | +9.7% | +13.8% | -4.1% | +4.0% |
| YTD | +9.4% | +22.1% | -12.6% | +0.9% |
| 1Y | +7.3% | +43.1% | -35.8% | -7.0% |
| 3Y | +27.6% | +163.6% | -136.0% | -13.3% |
| 5Y | +12.5% | +126.2% | -113.7% | -19.2% |
| 10Y | +87.4% | +358.7% | -271.3% | +6.9% |
| All | +2,281.8% | +11,288.9% | -9,007.1% | +504.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling