-41.3%
CCI vs HTZ
-92.5%
+51.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.4% | +5.8% | -2.1% |
| 7D | -0.1% | -14.6% | +14.5% | +0.6% |
| 30D | +28.4% | -20.8% | +49.2% | +29.7% |
| 3M | +20.0% | -18.8% | +38.8% | +20.4% |
| 6M | +0.8% | -74.7% | +75.5% | +7.3% |
| YTD | +3.6% | -68.1% | +71.7% | +8.1% |
| 1Y | +6.1% | -73.5% | +79.6% | +11.8% |
| 3Y | +7.2% | -81.8% | +89.0% | +11.3% |
| 5Y | -37.0% | -95.2% | +58.2% | -31.0% |
| All | -41.3% | -92.5% | +51.3% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling