+344.2%
CIEN vs HTZ
-95.0%
+439.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.6% | +11.3% | +10.7% |
| 7D | -5.3% | -16.4% | +11.1% | -3.4% |
| 30D | -40.1% | -15.1% | -25.0% | -39.1% |
| 3M | -34.7% | -28.2% | -6.5% | -32.7% |
| 6M | -50.9% | -73.1% | +22.2% | -45.3% |
| YTD | +15.2% | -68.3% | +83.5% | +24.9% |
| 1Y | +35.2% | -75.2% | +110.4% | +50.0% |
| 3Y | +522.6% | -81.1% | +603.7% | +566.4% |
| 5Y | +344.2% | -95.0% | +439.2% | +465.6% |
| All | +344.2% | -95.0% | +439.2% | +465.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling