-9.0%
CNC vs HTZ
-89.5%
+80.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.8% | -1.5% |
| 7D | +3.5% | +7.5% | -3.9% | +3.2% |
| 30D | +0.1% | +47.4% | -47.4% | -1.8% |
| 3M | +6.9% | -54.9% | +61.8% | +9.8% |
| 6M | +49.0% | -47.0% | +96.0% | +51.0% |
| YTD | +62.9% | -55.3% | +118.2% | +66.1% |
| 1Y | +134.0% | -57.6% | +191.6% | +138.3% |
| 3Y | +9.4% | -86.6% | +96.0% | +15.7% |
| 5Y | +4.1% | -86.1% | +90.3% | +8.1% |
| All | -9.0% | -89.5% | +80.6% | -4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling