-36.5%
CCI vs HTZ
-94.3%
+57.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.0% | +9.7% | +2.2% |
| 7D | +3.2% | -27.5% | +30.7% | +5.1% |
| 30D | +12.2% | -21.9% | +34.1% | +13.5% |
| 3M | +23.1% | -29.2% | +52.4% | +24.7% |
| 6M | +1.3% | -75.2% | +76.5% | +8.7% |
| YTD | +4.5% | -70.8% | +75.3% | +10.1% |
| 1Y | +2.3% | -76.1% | +78.4% | +9.2% |
| 3Y | +9.8% | -82.5% | +92.3% | +15.8% |
| 5Y | -36.5% | -94.1% | +57.6% | -24.8% |
| All | -36.5% | -94.3% | +57.8% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling