+359.9%
CSCO vs HRB
+207.5%
+152.4%
-42.0%
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 | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | -1.1% | -12.2% | +11.1% | +1.3% |
| 30D | -10.8% | -3.0% | -7.8% | -10.6% |
| 3M | -9.2% | +21.7% | -30.9% | -13.3% |
| 6M | +39.5% | +52.3% | -12.8% | +26.2% |
| YTD | +41.5% | +6.5% | +35.0% | +37.4% |
| 1Y | +61.0% | -6.7% | +67.6% | +60.3% |
| 3Y | +105.2% | +25.1% | +80.1% | +88.4% |
| 5Y | +113.4% | +113.8% | -0.3% | +70.7% |
| All | +359.9% | +207.5% | +152.4% | +233.0% |
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 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