+421.5%
ZBRA vs RY
+372.5%
+49.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.3% |
| 7D | -1.8% | -0.5% | -1.3% | -1.4% |
| 30D | -8.8% | -1.9% | -6.9% | -7.4% |
| 3M | +47.2% | +5.1% | +42.1% | +40.3% |
| 6M | +61.3% | +28.2% | +33.1% | +29.5% |
| YTD | +42.0% | +22.9% | +19.1% | +18.1% |
| 1Y | +10.5% | +45.5% | -35.0% | -20.6% |
| 3Y | +34.5% | +156.7% | -122.2% | -41.3% |
| 5Y | -40.3% | +137.7% | -178.0% | -71.9% |
| 10Y | +421.5% | +375.5% | +46.0% | +45.4% |
| All | +421.5% | +372.5% | +49.0% | +45.4% |
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