+201.6%
CDE vs HTZ
-85.9%
+287.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.1% |
| 7D | +0.5% | +7.5% | -7.0% | -0.4% |
| 30D | +21.9% | +47.4% | -25.6% | +14.4% |
| 3M | +14.9% | -54.9% | +69.8% | +23.9% |
| 6M | -10.5% | -47.0% | +36.5% | -6.2% |
| YTD | +19.3% | -55.3% | +74.5% | +27.6% |
| 1Y | +50.8% | -57.6% | +108.5% | +59.6% |
| 3Y | +782.3% | -86.6% | +868.9% | +973.7% |
| All | +201.6% | -85.9% | +287.5% | +274.0% |
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