+1,767.8%
CLS vs HTZ
-94.7%
+1,862.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -20.8% | +7.8% | -11.1% |
| 7D | -27.3% | -7.7% | -19.5% | -26.7% |
| 30D | -47.0% | -13.1% | -33.9% | -46.4% |
| 3M | -43.3% | +14.7% | -58.1% | -44.8% |
| 6M | -50.8% | -70.6% | +19.8% | -45.9% |
| YTD | -30.4% | -65.2% | +34.7% | -25.6% |
| 1Y | -41.7% | -73.2% | +31.5% | -36.0% |
| 3Y | +701.4% | -80.8% | +782.2% | +766.5% |
| 5Y | +1,767.8% | -94.8% | +1,862.6% | +2,390.9% |
| All | +1,767.8% | -94.7% | +1,862.5% | +2,390.9% |
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 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