-41.0%
CCI vs HTZ
-92.5%
+51.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.3% | -9.7% | -0.8% |
| 7D | -3.4% | -27.4% | +24.1% | -1.8% |
| 30D | +9.9% | -11.4% | +21.3% | +10.3% |
| 3M | +22.7% | -33.1% | +55.8% | +24.6% |
| 6M | +0.8% | -73.5% | +74.3% | +7.0% |
| YTD | +4.1% | -68.1% | +72.2% | +8.6% |
| 1Y | -0.6% | -74.3% | +73.7% | +4.9% |
| 3Y | +9.4% | -80.9% | +90.3% | +13.0% |
| 5Y | -36.8% | -93.8% | +57.0% | -30.7% |
| All | -41.0% | -92.5% | +51.6% | -33.8% |
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 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