+206.4%
COR vs HTZ
-89.5%
+295.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.9% |
| 7D | +2.8% | +7.5% | -4.7% | +2.8% |
| 30D | +4.5% | +47.4% | -42.9% | +4.6% |
| 3M | +22.7% | -54.9% | +77.6% | +22.5% |
| 6M | -9.7% | -47.0% | +37.3% | -9.9% |
| YTD | -1.4% | -55.3% | +53.8% | -1.6% |
| 1Y | +13.9% | -57.6% | +71.6% | +13.7% |
| 3Y | +94.0% | -86.6% | +180.6% | +99.8% |
| 5Y | +184.0% | -86.1% | +270.1% | +192.5% |
| All | +206.4% | -89.5% | +295.9% | +224.6% |
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