+178.7%
XHB vs RY
+1,051.7%
-873.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.5% |
| 7D | -1.3% | +3.1% | -4.4% | -3.6% |
| 30D | -6.9% | -0.3% | -6.6% | -6.8% |
| 3M | -1.3% | +8.7% | -9.9% | -7.6% |
| 6M | -6.8% | +28.5% | -35.3% | -23.2% |
| YTD | +0.7% | +25.1% | -24.4% | -15.4% |
| 1Y | -11.2% | +46.3% | -57.5% | -34.0% |
| 3Y | +25.3% | +154.9% | -129.6% | -39.7% |
| 5Y | +37.3% | +140.3% | -103.0% | -31.2% |
| 10Y | +211.5% | +377.0% | -165.5% | -7.5% |
| All | +178.7% | +1,051.7% | -873.0% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling