+434.0%
CIEN vs HTZ
-81.0%
+515.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -20.8% | +5.6% | -13.3% |
| 7D | -34.0% | -7.7% | -26.2% | -33.4% |
| 30D | -48.0% | -13.1% | -34.9% | -47.3% |
| 3M | -43.5% | +14.7% | -58.3% | -44.2% |
| 6M | -57.6% | -70.6% | +13.0% | -54.6% |
| YTD | -1.3% | -65.2% | +63.9% | +3.9% |
| 1Y | +17.9% | -73.2% | +91.1% | +25.8% |
| All | +434.0% | -81.0% | +515.0% | +456.6% |
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