-2.9%
CNC vs HTZ
-82.6%
+79.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -8.4% | +2.4% | -5.6% |
| 7D | +1.9% | -14.6% | +16.5% | +2.6% |
| 30D | +7.3% | -20.8% | +28.1% | +8.3% |
| 3M | +8.6% | -18.8% | +27.4% | +9.3% |
| 6M | +26.0% | -74.7% | +100.7% | +32.0% |
| YTD | +69.5% | -68.1% | +137.6% | +74.5% |
| 1Y | +88.0% | -73.5% | +161.5% | +94.8% |
| 3Y | -2.9% | -81.8% | +78.9% | -0.8% |
| All | -2.9% | -82.6% | +79.6% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling