-4.3%
CNC vs HTZ
-92.5%
+88.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.3% | -8.9% | 0.0% |
| 7D | -7.3% | -27.4% | +20.2% | -6.0% |
| 30D | +5.2% | -11.4% | +16.5% | +5.7% |
| 3M | +8.6% | -33.1% | +41.7% | +10.2% |
| 6M | +25.1% | -73.5% | +98.6% | +31.1% |
| YTD | +71.3% | -68.1% | +139.4% | +76.9% |
| 1Y | +99.3% | -74.3% | +173.6% | +107.7% |
| 3Y | -1.9% | -80.9% | +79.0% | +1.0% |
| 5Y | -6.4% | -93.8% | +87.4% | +0.2% |
| All | -4.3% | -92.5% | +88.2% | +1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling