-14.8%
CRH vs HTZ
-60.6%
+45.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +9.2% | -3.5% | +4.9% |
| 7D | +14.2% | +18.9% | -4.8% | +12.7% |
| 30D | +19.5% | +26.3% | -6.7% | +17.3% |
| 3M | +0.4% | +49.7% | -49.3% | -3.6% |
| 6M | -10.1% | -61.1% | +51.0% | -3.7% |
| YTD | -19.9% | -56.0% | +36.1% | -17.2% |
| 1Y | -14.8% | -66.4% | +51.6% | -9.6% |
| All | -14.8% | -60.6% | +45.8% | -9.6% |
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