+1,444.5%
CRS vs HTZ
-85.9%
+1,530.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | -0.2% | +7.5% | -7.7% | -1.0% |
| 30D | -16.6% | +47.4% | -64.1% | -20.9% |
| 3M | -3.5% | -54.9% | +51.4% | +2.3% |
| 6M | +15.4% | -47.0% | +62.4% | +19.6% |
| YTD | +51.2% | -55.3% | +106.4% | +59.0% |
| 1Y | +98.3% | -57.6% | +155.9% | +106.8% |
| 3Y | +651.5% | -86.6% | +738.2% | +796.9% |
| All | +1,444.5% | -85.9% | +1,530.4% | +1,841.6% |
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 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