+6.7%
XME vs RY
+46.4%
-39.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -4.0% | -3.7% |
| 7D | -5.5% | +2.5% | -7.9% | -7.5% |
| 30D | -11.1% | +8.4% | -19.6% | -17.5% |
| 3M | -11.1% | +1.2% | -12.4% | -12.4% |
| 6M | -18.0% | +19.4% | -37.4% | -33.7% |
| YTD | -7.4% | +25.4% | -32.8% | -30.4% |
| 1Y | +6.7% | +46.7% | -40.0% | -34.6% |
| All | +6.7% | +46.4% | -39.7% | -34.6% |
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