+9.1%
XEL vs RY
+45.1%
-36.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.9% |
| 7D | +0.9% | -0.5% | +1.4% | +0.9% |
| 30D | -0.9% | -1.9% | +1.0% | -0.8% |
| 3M | -1.4% | +5.1% | -6.6% | -1.7% |
| 6M | -5.8% | +28.2% | -34.0% | -6.6% |
| YTD | +4.7% | +22.9% | -18.2% | +3.4% |
| 1Y | +9.1% | +45.5% | -36.4% | +10.3% |
| All | +9.1% | +45.1% | -36.1% | +10.3% |
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