-45.6%
CHTR vs HTZ
-60.6%
+15.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +9.2% | -3.5% | +4.9% |
| 7D | +14.1% | +18.9% | -4.8% | +12.5% |
| 30D | +11.6% | +26.3% | -14.7% | +9.4% |
| 3M | -21.4% | +49.7% | -71.1% | -24.8% |
| 6M | -27.3% | -61.1% | +33.8% | -22.3% |
| YTD | -42.4% | -56.0% | +13.6% | -40.4% |
| 1Y | -45.6% | -66.4% | +20.9% | -39.1% |
| All | -45.6% | -60.6% | +15.1% | -39.1% |
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