+385.4%
CIEN vs HTZ
-93.2%
+478.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.6% | -2.0% | -4.3% |
| 7D | +15.3% | -8.5% | +23.8% | +16.3% |
| 30D | -22.0% | -18.9% | -3.1% | -20.4% |
| 3M | -36.6% | -36.0% | -0.6% | -33.8% |
| 6M | -51.5% | -74.6% | +23.1% | -45.9% |
| YTD | +20.0% | -70.8% | +90.8% | +30.7% |
| 1Y | +44.5% | -75.3% | +119.7% | +59.7% |
| 3Y | +539.0% | -81.6% | +620.6% | +574.9% |
| 5Y | +356.8% | -94.4% | +451.3% | +451.6% |
| All | +385.4% | -93.2% | +478.5% | +481.7% |
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