-2.7%
CEG vs HTZ
-58.1%
+55.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.6% | +4.8% |
| 7D | +8.0% | +7.5% | +0.5% | +7.8% |
| 30D | +12.9% | +47.4% | -34.5% | +11.6% |
| 3M | +13.2% | -54.9% | +68.1% | +14.9% |
| 6M | -7.0% | -47.0% | +40.0% | -5.6% |
| YTD | -15.0% | -55.3% | +40.3% | -13.5% |
| 1Y | -2.7% | -57.6% | +54.9% | +3.2% |
| All | -2.7% | -58.1% | +55.4% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling