+45.8%
CSX vs HTZ
-72.5%
+118.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.8% | +18.5% | -1.7% |
| 7D | -2.7% | -7.7% | +5.0% | -2.4% |
| 30D | +7.0% | -13.1% | +20.1% | +7.5% |
| 3M | -0.3% | +14.7% | -15.0% | -1.0% |
| 6M | +13.5% | -70.6% | +84.1% | +20.5% |
| YTD | +41.5% | -65.2% | +106.7% | +44.5% |
| 1Y | +45.8% | -73.2% | +118.9% | +55.9% |
| All | +45.8% | -72.5% | +118.2% | +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 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