-83.6%
CHTR vs HTZ
-92.5%
+8.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -8.4% | +2.2% | -5.6% |
| 7D | +5.9% | -14.6% | +20.5% | +6.8% |
| 30D | +10.4% | -20.8% | +31.2% | +11.9% |
| 3M | -25.0% | -18.8% | -6.2% | -24.6% |
| 6M | -24.6% | -74.7% | +50.1% | -18.3% |
| YTD | -43.4% | -68.1% | +24.7% | -40.2% |
| 1Y | -45.8% | -73.5% | +27.7% | -42.0% |
| 3Y | -71.6% | -81.8% | +10.2% | -70.4% |
| 5Y | -82.9% | -95.2% | +12.4% | -81.4% |
| All | -83.6% | -92.5% | +8.9% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling