-41.3%
CORZ vs HTZ
-60.6%
+19.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +9.2% | -19.6% | -11.7% |
| 7D | -14.9% | +18.9% | -33.9% | -17.1% |
| 30D | -23.1% | +26.3% | -49.4% | -26.0% |
| 3M | -44.1% | +49.7% | -93.7% | -47.8% |
| 6M | -39.5% | -61.1% | +21.6% | -29.6% |
| YTD | -12.4% | -56.0% | +43.7% | -4.5% |
| 1Y | -41.3% | -66.4% | +25.1% | -34.1% |
| All | -41.3% | -60.6% | +19.3% | -34.1% |
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