+73.2%
CRH vs HTZ
-87.2%
+160.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.9% | -1.1% |
| 7D | -3.6% | -10.4% | +6.8% | -3.0% |
| 30D | -10.8% | -2.4% | -8.5% | -11.0% |
| 3M | -13.5% | -60.9% | +47.4% | -9.8% |
| 6M | -15.4% | -50.2% | +34.8% | -13.4% |
| YTD | -27.6% | -59.7% | +32.1% | -25.0% |
| 1Y | -18.4% | -66.0% | +47.6% | -15.2% |
| All | +73.2% | -87.2% | +160.3% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling