+292.2%
RCL vs HRB
+140.6%
+151.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.7% |
| 7D | -1.2% | -5.1% | +3.9% | 0.0% |
| 30D | +17.8% | +8.7% | +9.2% | +15.4% |
| 3M | +4.9% | -5.4% | +10.3% | +5.8% |
| 6M | +23.7% | +41.6% | -17.8% | +12.2% |
| YTD | +17.8% | +18.7% | -0.8% | +13.0% |
| 1Y | +28.9% | +16.4% | +12.5% | +24.5% |
| 3Y | +241.9% | +22.0% | +219.9% | +210.4% |
| All | +292.2% | +140.6% | +151.6% | +177.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling