-41.8%
CCI vs HTZ
-92.6%
+50.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +0.9% | -16.4% | +17.3% | +1.8% |
| 30D | +10.3% | -15.1% | +25.4% | +10.9% |
| 3M | +17.9% | -28.2% | +46.1% | +19.2% |
| 6M | -0.5% | -73.1% | +72.6% | +5.6% |
| YTD | +2.7% | -68.3% | +71.0% | +7.2% |
| 1Y | +3.1% | -75.2% | +78.4% | +9.2% |
| 3Y | +8.0% | -81.1% | +89.1% | +11.6% |
| 5Y | -37.8% | -95.0% | +57.2% | -31.8% |
| All | -41.8% | -92.6% | +50.8% | -34.7% |
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 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