+2.7%
XEL vs RY
+41.3%
-38.6%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | -0.1% | +0.5% |
| 7D | +1.7% | -0.6% | +2.3% | +1.8% |
| 30D | +8.6% | +6.1% | +2.5% | +8.0% |
| 3M | +5.1% | -3.4% | +8.4% | +5.2% |
| 6M | +2.5% | +12.8% | -10.3% | +1.0% |
| YTD | +11.0% | +21.0% | -10.0% | +8.6% |
| 1Y | +2.7% | +40.5% | -37.7% | -2.1% |
| All | +2.7% | +41.3% | -38.6% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling