+76.9%
COR vs HTZ
-81.0%
+157.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -20.8% | +16.8% | -4.2% |
| 7D | +2.8% | -7.7% | +10.5% | +2.8% |
| 30D | +7.4% | -13.1% | +20.5% | +7.3% |
| 3M | +7.3% | +14.7% | -7.5% | +7.8% |
| 6M | +11.5% | -70.6% | +82.1% | +10.0% |
| YTD | +1.2% | -65.2% | +66.3% | +0.2% |
| 1Y | -3.3% | -73.2% | +69.9% | -4.5% |
| All | +76.9% | -81.0% | +157.9% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling