+148.1%
XRT vs RY
+360.6%
-212.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -0.8% |
| 7D | +0.9% | -0.9% | +1.8% | +1.6% |
| 30D | +7.9% | +5.9% | +2.1% | +3.5% |
| 3M | -0.2% | -4.3% | +4.1% | +2.9% |
| 6M | +5.6% | +12.1% | -6.5% | -3.6% |
| YTD | +5.7% | +20.3% | -14.6% | -8.8% |
| 1Y | +14.6% | +41.0% | -26.4% | -12.4% |
| 3Y | +50.7% | +157.5% | -106.9% | -28.0% |
| 5Y | -4.8% | +123.2% | -128.0% | -49.4% |
| All | +148.1% | +360.6% | -212.5% | -16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling