+220.7%
CF vs HTZ
-85.9%
+306.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.6% | -3.3% |
| 7D | +6.0% | +7.5% | -1.5% | +5.8% |
| 30D | +14.8% | +47.4% | -32.6% | +13.6% |
| 3M | +14.1% | -54.9% | +69.0% | +16.2% |
| 6M | +28.5% | -47.0% | +75.5% | +28.9% |
| YTD | +74.9% | -55.3% | +130.2% | +76.8% |
| 1Y | +61.7% | -57.6% | +119.3% | +62.7% |
| 3Y | +80.3% | -86.6% | +166.9% | +96.6% |
| All | +220.7% | -85.9% | +306.6% | +250.9% |
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