-7.0%
CNC vs HTZ
-92.6%
+85.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.7% |
| 7D | +3.0% | -16.4% | +19.4% | +3.8% |
| 30D | +4.9% | -15.1% | +20.0% | +5.6% |
| 3M | +4.2% | -28.2% | +32.4% | +5.4% |
| 6M | +22.5% | -73.1% | +95.5% | +28.4% |
| YTD | +66.6% | -68.3% | +134.8% | +72.2% |
| 1Y | +82.5% | -75.2% | +157.7% | +90.5% |
| 3Y | -4.1% | -81.1% | +77.0% | -1.1% |
| 5Y | -8.3% | -95.0% | +86.7% | -1.9% |
| All | -7.0% | -92.6% | +85.6% | -1.1% |
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