-71.6%
CHTR vs HTZ
-82.6%
+11.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -8.4% | +2.2% | -5.6% |
| 7D | +5.9% | -14.6% | +20.5% | +6.7% |
| 30D | +10.4% | -20.8% | +31.2% | +11.7% |
| 3M | -25.0% | -18.8% | -6.2% | -24.7% |
| 6M | -24.6% | -74.7% | +50.1% | -19.0% |
| YTD | -43.4% | -68.1% | +24.7% | -40.6% |
| 1Y | -45.8% | -73.5% | +27.7% | -42.5% |
| 3Y | -71.6% | -81.8% | +10.2% | -70.2% |
| All | -71.6% | -82.6% | +11.0% | -70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling