+62.8%
CNQ vs HTZ
-60.6%
+123.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +9.2% | -16.6% | -7.1% |
| 7D | -9.4% | +18.9% | -28.4% | -9.0% |
| 30D | +2.8% | +26.3% | -23.5% | +3.4% |
| 3M | +8.5% | +49.7% | -41.2% | +9.5% |
| 6M | +6.4% | -61.1% | +67.5% | +5.5% |
| YTD | +50.9% | -56.0% | +106.9% | +51.0% |
| 1Y | +62.8% | -66.4% | +129.3% | +62.1% |
| All | +62.8% | -60.6% | +123.5% | +62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling