+77.4%
CDNS vs HTZ
-85.9%
+163.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.1% |
| 7D | -14.0% | +7.5% | -21.5% | -14.5% |
| 30D | -13.2% | +47.4% | -60.6% | -16.8% |
| 3M | -28.9% | -54.9% | +26.0% | -25.5% |
| 6M | -4.2% | -47.0% | +42.8% | -1.9% |
| YTD | -6.4% | -55.3% | +48.9% | -2.7% |
| 1Y | -16.2% | -57.6% | +41.4% | -13.4% |
| 3Y | +20.2% | -86.6% | +106.8% | +43.5% |
| All | +77.4% | -85.9% | +163.3% | +114.8% |
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