+621.5%
XYZ vs RY
+355.6%
+265.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.5% |
| 7D | -2.2% | -3.0% | +0.8% | +1.2% |
| 30D | +11.6% | +6.3% | +5.3% | +4.6% |
| 3M | +8.4% | -2.6% | +11.0% | +11.8% |
| 6M | +17.2% | +13.9% | +3.2% | +0.5% |
| YTD | +31.7% | +21.7% | +10.0% | +4.7% |
| 1Y | +30.1% | +40.4% | -10.4% | -12.5% |
| 3Y | +66.4% | +161.3% | -94.9% | -45.3% |
| 5Y | -62.2% | +126.5% | -188.6% | -84.6% |
| 10Y | +621.5% | +354.3% | +267.2% | +91.8% |
| All | +621.5% | +355.6% | +265.9% | +91.8% |
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