-42.9%
CORZ vs HTZ
-75.3%
+32.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -8.4% | +11.7% | +4.6% |
| 7D | -11.2% | -14.6% | +3.3% | -9.2% |
| 30D | -26.2% | -20.8% | -5.5% | -23.9% |
| 3M | -44.1% | -18.8% | -25.3% | -42.8% |
| 6M | -52.3% | -74.7% | +22.4% | -41.1% |
| YTD | -19.2% | -68.1% | +48.9% | -7.9% |
| 1Y | -42.9% | -73.5% | +30.6% | -34.6% |
| All | -42.9% | -75.3% | +32.4% | -34.6% |
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 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