+1,339.9%
CRDO vs HTZ
-88.1%
+1,428.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.0% | +3.3% | -1.1% |
| 7D | -18.8% | -2.5% | -16.4% | -18.7% |
| 30D | -32.9% | -3.7% | -29.1% | -32.9% |
| 3M | -24.5% | -57.0% | +32.5% | -19.9% |
| 6M | +52.7% | -47.0% | +99.7% | +58.2% |
| YTD | +16.6% | -57.5% | +74.1% | +22.6% |
| 1Y | +13.7% | -63.5% | +77.2% | +20.1% |
| 3Y | +959.0% | -86.3% | +1,045.4% | +1,272.5% |
| All | +1,339.9% | -88.1% | +1,428.0% | +1,791.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling