+2,490.7%
ZBRA vs RY
+11,288.9%
-8,798.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.7% |
| 7D | -9.5% | -0.2% | -9.3% | -9.4% |
| 30D | -15.6% | +7.1% | -22.7% | -18.6% |
| 3M | -13.2% | -2.7% | -10.6% | -12.1% |
| 6M | +44.5% | +13.8% | +30.8% | +34.6% |
| YTD | +34.5% | +22.1% | +12.5% | +20.9% |
| 1Y | +25.9% | +43.1% | -17.2% | +4.1% |
| 3Y | +61.3% | +163.6% | -102.3% | -2.5% |
| 5Y | -45.2% | +126.2% | -171.4% | -63.8% |
| 10Y | +386.5% | +358.7% | +27.8% | +131.8% |
| All | +2,490.7% | +11,288.9% | -8,798.3% | +253.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling