+288.1%
CNQ vs HTZ
-87.0%
+375.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -0.7% | -9.7% | +9.0% | 0.0% |
| 30D | +6.7% | -16.3% | +23.0% | +7.6% |
| 3M | +12.8% | -58.8% | +71.6% | +18.3% |
| 6M | +13.3% | -48.9% | +62.2% | +15.2% |
| YTD | +53.1% | -60.1% | +113.2% | +58.7% |
| 1Y | +66.1% | -65.0% | +131.0% | +72.2% |
| 3Y | +75.4% | -87.2% | +162.6% | +96.9% |
| 5Y | +288.1% | -87.1% | +375.2% | +366.2% |
| All | +288.1% | -87.0% | +375.1% | +366.2% |
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