+125.8%
CB vs HTZ
-89.5%
+215.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.9% |
| 7D | +0.5% | +7.5% | -7.0% | +0.3% |
| 30D | -3.1% | +47.4% | -50.5% | -4.3% |
| 3M | +9.0% | -54.9% | +63.9% | +10.8% |
| 6M | +2.9% | -47.0% | +49.9% | +3.6% |
| YTD | +10.1% | -55.3% | +65.4% | +11.5% |
| 1Y | +22.8% | -57.6% | +80.4% | +24.0% |
| 3Y | +73.8% | -86.6% | +160.4% | +82.5% |
| 5Y | +99.2% | -86.1% | +185.3% | +103.5% |
| All | +125.8% | -89.5% | +215.4% | +144.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling