-40.6%
CCI vs HTZ
-93.0%
+52.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.1% | +6.8% | +1.0% |
| 7D | -1.4% | -14.0% | +12.6% | -0.6% |
| 30D | +12.7% | -19.8% | +32.5% | +13.7% |
| 3M | +23.0% | -45.0% | +68.0% | +26.4% |
| 6M | +0.6% | -73.2% | +73.8% | +6.7% |
| YTD | +4.9% | -70.0% | +74.9% | +9.7% |
| 1Y | +0.7% | -75.7% | +76.4% | +6.6% |
| 3Y | +10.2% | -82.1% | +92.3% | +14.2% |
| 5Y | -36.4% | -94.3% | +57.9% | -30.0% |
| All | -40.6% | -93.0% | +52.4% | -33.1% |
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