-83.0%
CHTR vs HTZ
-95.4%
+12.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -8.4% | +2.2% | -5.5% |
| 7D | +5.9% | -14.6% | +20.5% | +6.9% |
| 30D | +10.4% | -20.8% | +31.2% | +12.1% |
| 3M | -25.0% | -18.8% | -6.2% | -24.6% |
| 6M | -24.6% | -74.7% | +50.1% | -17.5% |
| YTD | -43.4% | -68.1% | +24.7% | -39.9% |
| 1Y | -45.8% | -73.5% | +27.7% | -41.5% |
| 3Y | -71.6% | -81.8% | +10.2% | -69.9% |
| All | -83.0% | -95.4% | +12.4% | -80.4% |
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