-37.6%
CLX vs HTZ
-89.5%
+52.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.3% |
| 7D | -9.2% | +7.5% | -16.7% | -9.3% |
| 30D | -11.0% | +47.4% | -58.5% | -11.8% |
| 3M | +5.0% | -54.9% | +59.9% | +6.1% |
| 6M | -18.8% | -47.0% | +28.2% | -18.3% |
| YTD | -4.4% | -55.3% | +50.8% | -3.6% |
| 1Y | -21.9% | -57.6% | +35.8% | -21.2% |
| 3Y | -32.8% | -86.6% | +53.8% | -31.2% |
| 5Y | -34.6% | -86.1% | +51.6% | -32.7% |
| All | -37.6% | -89.5% | +52.0% | -36.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling