-41.4%
CHTR vs HTZ
-58.1%
+16.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -1.1% | +7.5% | -8.5% | -1.4% |
| 30D | -0.8% | +47.4% | -48.2% | -3.8% |
| 3M | +17.8% | -54.9% | +72.7% | +21.9% |
| 6M | -34.5% | -47.0% | +12.5% | -33.2% |
| YTD | -27.2% | -55.3% | +28.1% | -25.0% |
| 1Y | -41.4% | -57.6% | +16.2% | -40.1% |
| All | -41.4% | -58.1% | +16.7% | -40.1% |
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