+5,893.7%
RCL vs HRB
+1,609.5%
+4,284.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | +8.5% | -4.0% | +12.6% | +10.3% |
| 30D | +20.4% | +15.8% | +4.6% | +12.7% |
| 3M | +11.0% | +12.0% | -1.0% | +4.1% |
| 6M | +24.9% | +40.7% | -15.9% | +5.1% |
| YTD | +23.9% | +21.0% | +2.9% | +7.6% |
| 1Y | +30.8% | +11.7% | +19.2% | +17.7% |
| 3Y | +270.4% | +25.0% | +245.4% | +206.2% |
| 5Y | +296.1% | +141.0% | +155.1% | +136.9% |
| 10Y | +375.0% | +241.3% | +133.8% | +136.4% |
| All | +5,893.7% | +1,609.5% | +4,284.2% | +1,671.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling