-39.8%
CCI vs HTZ
-93.2%
+53.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.4% |
| 7D | +2.5% | -8.5% | +11.1% | +3.0% |
| 30D | +14.4% | -18.9% | +33.3% | +15.3% |
| 3M | +21.7% | -36.0% | +57.7% | +24.1% |
| 6M | +4.0% | -74.6% | +78.6% | +10.6% |
| YTD | +6.2% | -70.8% | +77.0% | +11.3% |
| 1Y | +5.4% | -75.3% | +80.7% | +11.4% |
| 3Y | +11.7% | -81.6% | +93.3% | +15.3% |
| 5Y | -35.6% | -94.4% | +58.8% | -29.0% |
| All | -39.8% | -93.2% | +53.4% | -32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling