+110.5%
CNC vs HRB
+16.9%
+93.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.4% | +8.3% | +11.8% |
| 7D | +13.4% | +16.0% | -2.7% | +10.4% |
| 30D | +18.2% | +32.1% | -13.9% | +12.5% |
| 3M | +18.6% | +21.5% | -2.9% | +14.8% |
| 6M | +41.9% | +82.1% | -40.2% | +28.9% |
| YTD | +84.7% | +31.6% | +53.1% | +91.6% |
| 1Y | +110.5% | +15.9% | +94.6% | +123.0% |
| All | +110.5% | +16.9% | +93.6% | +123.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling