-42.4%
CHTR vs HTZ
-76.0%
+33.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | +4.9% | -16.4% | +21.3% | +5.7% |
| 30D | +17.2% | -15.1% | +32.3% | +18.0% |
| 3M | -20.6% | -28.2% | +7.6% | -19.7% |
| 6M | -21.7% | -73.1% | +51.3% | -14.4% |
| YTD | -41.9% | -68.3% | +26.3% | -38.8% |
| All | -42.4% | -76.0% | +33.5% | -36.6% |
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