+53.4%
XOM vs RY
+159.6%
-106.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | -2.4% | +2.7% | -5.1% | -2.8% |
| 30D | +5.7% | -1.0% | +6.6% | +5.8% |
| 3M | +6.6% | +7.6% | -1.1% | +4.8% |
| 6M | +7.7% | +29.5% | -21.8% | +1.0% |
| YTD | +36.2% | +24.2% | +12.0% | +29.4% |
| 1Y | +50.5% | +46.4% | +4.1% | +35.4% |
| 3Y | +53.4% | +159.4% | -106.1% | +12.9% |
| All | +53.4% | +159.6% | -106.2% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling