+75.9%
UBER vs RY
+244.0%
-168.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -2.9% |
| 7D | -2.8% | +2.7% | -5.5% | -4.9% |
| 30D | -2.5% | -1.0% | -1.5% | -2.0% |
| 3M | +4.4% | +7.6% | -3.3% | -2.6% |
| 6M | -2.7% | +29.5% | -32.1% | -22.3% |
| YTD | -10.5% | +24.2% | -34.7% | -26.3% |
| 1Y | -22.5% | +46.4% | -68.9% | -44.6% |
| 3Y | +54.8% | +159.4% | -104.6% | -34.1% |
| 5Y | +82.5% | +141.8% | -59.3% | -17.3% |
| All | +75.9% | +244.0% | -168.1% | -36.2% |
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