+68.5%
UBER vs RY
+235.3%
-166.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.6% |
| 7D | +5.2% | -0.6% | +5.8% | +5.7% |
| 30D | -2.0% | +6.1% | -8.2% | -6.7% |
| 3M | -10.2% | -3.4% | -6.9% | -8.1% |
| 6M | -7.2% | +12.8% | -19.9% | -17.0% |
| YTD | -14.3% | +21.0% | -35.3% | -28.0% |
| 1Y | -25.6% | +40.5% | -66.0% | -45.0% |
| 3Y | +35.8% | +159.9% | -124.1% | -42.4% |
| 5Y | +61.5% | +125.0% | -63.5% | -22.1% |
| All | +68.5% | +235.3% | -166.8% | -37.7% |
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