+179.4%
RCL vs HRB
+28.7%
+150.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | +0.4% |
| 7D | -0.5% | -9.1% | +8.6% | +0.5% |
| 30D | -17.3% | +0.3% | -17.6% | -17.5% |
| 3M | -2.8% | +23.4% | -26.1% | -5.1% |
| 6M | -4.4% | +45.1% | -49.5% | -8.8% |
| YTD | -4.2% | +8.9% | -13.1% | -1.9% |
| 1Y | -23.4% | -7.9% | -15.5% | -18.5% |
| 3Y | +179.4% | +27.9% | +151.5% | +170.7% |
| All | +179.4% | +28.7% | +150.7% | +170.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling