-5.1%
CNC vs HTZ
-94.4%
+89.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.0% | +1.6% |
| 7D | +2.2% | -8.5% | +10.7% | +2.6% |
| 30D | +1.6% | -18.9% | +20.5% | +2.6% |
| 3M | +7.9% | -36.0% | +44.0% | +10.0% |
| 6M | +21.2% | -74.6% | +95.8% | +28.1% |
| YTD | +73.2% | -70.8% | +144.0% | +80.3% |
| 1Y | +97.5% | -75.3% | +172.8% | +107.1% |
| 3Y | -1.2% | -81.6% | +80.4% | +2.6% |
| All | -5.1% | -94.4% | +89.3% | +6.6% |
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 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