+2,953.7%
CLS vs HRB
+207.5%
+2,746.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | +5.0% | -12.2% | +17.1% | +7.8% |
| 30D | +4.8% | -3.0% | +7.7% | +5.0% |
| 3M | -10.4% | +21.7% | -32.1% | -15.3% |
| 6M | +20.8% | +52.3% | -31.5% | +5.9% |
| YTD | +10.0% | +6.5% | +3.5% | +5.9% |
| 1Y | +28.5% | -6.7% | +35.2% | +27.7% |
| 3Y | +1,292.2% | +25.1% | +1,267.1% | +1,101.1% |
| 5Y | +3,616.8% | +113.8% | +3,503.0% | +2,483.0% |
| All | +2,953.7% | +207.5% | +2,746.2% | +1,683.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HRB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling