-62.9%
CSGP vs HTZ
-89.5%
+26.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.8% | -2.5% |
| 7D | -4.1% | +7.5% | -11.5% | -4.7% |
| 30D | +2.3% | +47.4% | -45.1% | -2.5% |
| 3M | -8.2% | -54.9% | +46.7% | -3.3% |
| 6M | -35.1% | -47.0% | +11.9% | -33.5% |
| YTD | -54.0% | -55.3% | +1.2% | -52.2% |
| 1Y | -65.3% | -57.6% | -7.7% | -64.2% |
| 3Y | -62.6% | -86.6% | +24.0% | -56.2% |
| 5Y | -64.8% | -86.1% | +21.3% | -59.4% |
| All | -62.9% | -89.5% | +26.7% | -55.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling