+11.9%
COST vs HTZ
-60.6%
+72.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +9.2% | -6.5% | +2.7% |
| 7D | +6.6% | +18.9% | -12.3% | +6.8% |
| 30D | +13.5% | +26.3% | -12.8% | +13.7% |
| 3M | +10.6% | +49.7% | -39.1% | +11.1% |
| 6M | +3.6% | -61.1% | +64.7% | +3.1% |
| YTD | +22.1% | -56.0% | +78.1% | +21.1% |
| 1Y | +11.9% | -66.4% | +78.3% | +12.7% |
| All | +11.9% | -60.6% | +72.5% | +12.7% |
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