-29.6%
CLS vs HTZ
-60.6%
+31.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +9.2% | -18.2% | -9.2% |
| 7D | -21.1% | +18.9% | -40.1% | -21.5% |
| 30D | -38.2% | +26.3% | -64.5% | -38.6% |
| 3M | -36.3% | +49.7% | -86.0% | -36.9% |
| 6M | -43.8% | -61.1% | +17.3% | -37.8% |
| YTD | -20.0% | -56.0% | +36.0% | -15.3% |
| 1Y | -29.6% | -66.4% | +36.8% | -23.9% |
| All | -29.6% | -60.6% | +31.0% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling