+2.8%
CNC vs HTZ
-87.1%
+89.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.0% | +1.3% | -3.5% |
| 7D | -1.0% | -2.5% | +1.5% | -0.9% |
| 30D | -1.8% | -3.7% | +1.9% | -1.8% |
| 3M | -0.7% | -57.0% | +56.3% | +2.2% |
| 6M | +47.9% | -47.0% | +94.9% | +49.9% |
| YTD | +56.9% | -57.5% | +114.4% | +60.5% |
| 1Y | +123.9% | -63.5% | +187.4% | +129.5% |
| 3Y | -1.3% | -86.3% | +85.1% | +4.8% |
| 5Y | +2.8% | -86.8% | +89.5% | +5.6% |
| All | +2.8% | -87.1% | +89.9% | +5.6% |
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