+179.9%
CCJ vs HTZ
-94.3%
+274.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.0% | +4.7% | -2.4% |
| 7D | +0.4% | -27.5% | +28.0% | +3.9% |
| 30D | -17.2% | -21.9% | +4.6% | -15.3% |
| 3M | -25.1% | -29.2% | +4.1% | -23.0% |
| 6M | -37.6% | -75.2% | +37.6% | -29.3% |
| YTD | -20.4% | -70.8% | +50.5% | -12.2% |
| 1Y | -22.5% | -76.1% | +53.6% | -12.9% |
| 3Y | +72.5% | -82.5% | +155.0% | +88.4% |
| 5Y | +179.9% | -94.1% | +274.0% | +289.3% |
| All | +179.9% | -94.3% | +274.2% | +289.3% |
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