+463.1%
CIEN vs HTZ
-82.6%
+545.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -8.4% | +13.8% | +6.2% |
| 7D | -24.1% | -14.6% | -9.5% | -23.0% |
| 30D | -45.5% | -20.8% | -24.7% | -44.4% |
| 3M | -39.7% | -18.8% | -20.9% | -38.8% |
| 6M | -57.8% | -74.7% | +16.9% | -54.3% |
| YTD | +4.1% | -68.1% | +72.2% | +10.3% |
| 1Y | +20.8% | -73.5% | +94.3% | +29.3% |
| 3Y | +463.1% | -81.8% | +545.0% | +491.1% |
| All | +463.1% | -82.6% | +545.7% | +491.1% |
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 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