+408.6%
CIEN vs HTZ
-93.0%
+501.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | 0.0% |
| 7D | +27.4% | -14.0% | +41.3% | +29.3% |
| 30D | -26.6% | -19.8% | -6.8% | -25.0% |
| 3M | -32.0% | -45.0% | +13.0% | -28.1% |
| 6M | -49.1% | -73.2% | +24.2% | -43.5% |
| YTD | +25.7% | -70.0% | +95.7% | +36.6% |
| 1Y | +40.3% | -75.7% | +116.0% | +55.3% |
| 3Y | +566.2% | -82.1% | +648.2% | +607.6% |
| 5Y | +378.7% | -94.3% | +473.0% | +476.3% |
| All | +408.6% | -93.0% | +501.6% | +507.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling