+32.4%
CB vs HTZ
-72.5%
+104.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -20.8% | +20.1% | -1.1% |
| 7D | +2.6% | -7.7% | +10.3% | +2.5% |
| 30D | +11.2% | -13.1% | +24.3% | +11.1% |
| 3M | +5.7% | +14.7% | -9.0% | +6.6% |
| 6M | +15.9% | -70.6% | +86.5% | +14.4% |
| YTD | +20.2% | -65.2% | +85.3% | +18.9% |
| 1Y | +32.4% | -73.2% | +105.6% | +32.8% |
| All | +32.4% | -72.5% | +104.9% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling