+331.2%
RCL vs HRB
+207.5%
+123.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -2.5% | -12.2% | +9.7% | +3.3% |
| 30D | -15.7% | -3.0% | -12.7% | -15.6% |
| 3M | -3.6% | +21.7% | -25.3% | -14.0% |
| 6M | -8.7% | +52.3% | -61.0% | -29.4% |
| YTD | -6.2% | +6.5% | -12.6% | -13.6% |
| 1Y | -22.9% | -6.7% | -16.2% | -24.0% |
| 3Y | +173.6% | +25.1% | +148.5% | +115.7% |
| 5Y | +226.6% | +113.8% | +112.8% | +77.7% |
| All | +331.2% | +207.5% | +123.7% | +82.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling