-15.1%
XHB vs RY
+45.9%
-61.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.7% | -1.9% |
| 7D | +0.2% | +2.7% | -2.5% | -1.8% |
| 30D | -9.1% | -1.0% | -8.1% | -8.5% |
| 3M | -2.3% | +7.6% | -10.0% | -8.5% |
| 6M | -4.1% | +29.5% | -33.6% | -22.4% |
| YTD | -1.7% | +24.2% | -25.9% | -19.1% |
| 1Y | -15.1% | +46.4% | -61.5% | -39.5% |
| All | -15.1% | +45.9% | -61.1% | -39.5% |
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