+86.5%
CDE vs HTZ
-92.6%
+179.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.4% |
| 7D | +23.5% | -16.4% | +39.9% | +25.7% |
| 30D | -4.0% | -15.1% | +11.1% | -2.7% |
| 3M | -5.4% | -28.2% | +22.8% | -2.9% |
| 6M | -11.3% | -73.1% | +61.8% | +1.2% |
| YTD | -7.6% | -68.3% | +60.7% | +2.2% |
| 1Y | +12.1% | -75.2% | +87.3% | +27.6% |
| 3Y | +652.0% | -81.1% | +733.1% | +716.4% |
| 5Y | +137.3% | -95.0% | +232.3% | +206.4% |
| All | +86.5% | -92.6% | +179.1% | +137.7% |
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