-61.5%
CSGP vs HTZ
-94.7%
+33.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -20.8% | +19.2% | +0.4% |
| 7D | +13.9% | -7.7% | +21.6% | +14.5% |
| 30D | +16.0% | -13.1% | +29.1% | +17.2% |
| 3M | +6.1% | +14.7% | -8.7% | +2.6% |
| 6M | -8.2% | -70.6% | +62.4% | +0.8% |
| YTD | -52.3% | -65.2% | +12.8% | -49.4% |
| 1Y | -54.5% | -73.2% | +18.7% | -50.2% |
| 3Y | -58.6% | -80.8% | +22.2% | -54.9% |
| 5Y | -61.5% | -94.8% | +33.3% | -50.1% |
| All | -61.5% | -94.7% | +33.2% | -50.1% |
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 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