-26.8%
CLS vs HTZ
-73.6%
+46.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +9.3% | -0.8% | +8.0% |
| 7D | +2.8% | -27.4% | +30.2% | +4.4% |
| 30D | -30.1% | -11.4% | -18.7% | -29.4% |
| 3M | -21.7% | -33.1% | +11.3% | -20.6% |
| 6M | -36.2% | -73.5% | +37.3% | -26.6% |
| YTD | -17.8% | -68.1% | +50.3% | -11.7% |
| 1Y | -26.8% | -74.3% | +47.5% | -15.7% |
| All | -26.8% | -73.6% | +46.8% | -15.7% |
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 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