+49.5%
UBER vs RY
+122.0%
-72.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.6% |
| 7D | +5.1% | -0.9% | +6.0% | +5.8% |
| 30D | +0.2% | +5.9% | -5.7% | -3.8% |
| 3M | -2.7% | -4.3% | +1.6% | +0.1% |
| 6M | -13.4% | +12.1% | -25.5% | -21.6% |
| YTD | -16.1% | +20.3% | -36.3% | -28.4% |
| 1Y | -25.5% | +41.0% | -66.5% | -44.2% |
| 3Y | +42.5% | +157.5% | -115.1% | -38.0% |
| All | +49.5% | +122.0% | -72.5% | -25.9% |
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