+70.0%
UBER vs RY
+237.2%
-167.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | +1.2% | -3.0% | +4.1% | +3.6% |
| 30D | -1.1% | +6.3% | -7.4% | -5.9% |
| 3M | -10.0% | -2.6% | -7.4% | -8.4% |
| 6M | -7.2% | +13.9% | -21.1% | -17.7% |
| YTD | -13.5% | +21.7% | -35.2% | -27.7% |
| 1Y | -24.5% | +40.4% | -64.9% | -44.2% |
| 3Y | +37.0% | +161.3% | -124.3% | -42.2% |
| 5Y | +63.3% | +126.5% | -63.2% | -21.7% |
| All | +70.0% | +237.2% | -167.1% | -37.4% |
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 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