+15.1%
XRT vs RY
+41.1%
-26.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.4% |
| 7D | -1.4% | -3.0% | +1.5% | +0.1% |
| 30D | +9.8% | +6.3% | +3.5% | +7.0% |
| 3M | +3.3% | -2.6% | +5.9% | +4.5% |
| 6M | +13.6% | +13.9% | -0.3% | +4.9% |
| YTD | +9.1% | +21.7% | -12.6% | -4.0% |
| 1Y | +15.1% | +40.4% | -25.4% | -10.1% |
| All | +15.1% | +41.1% | -26.1% | -10.1% |
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