+85.0%
UBER vs RY
+140.8%
-55.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.2% |
| 7D | -3.9% | +3.1% | -7.0% | -6.0% |
| 30D | +11.1% | -0.3% | +11.4% | +11.1% |
| 3M | +4.9% | +8.7% | -3.7% | -2.2% |
| 6M | -1.2% | +28.5% | -29.7% | -19.3% |
| YTD | -7.3% | +25.1% | -32.4% | -23.0% |
| 1Y | -17.6% | +46.3% | -63.9% | -39.7% |
| 3Y | +61.1% | +154.9% | -93.9% | -27.8% |
| All | +85.0% | +140.8% | -55.8% | -13.0% |
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