+32.0%
CTVA vs HTZ
-60.6%
+92.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.2% | -6.0% | +2.7% |
| 7D | +8.2% | +18.9% | -10.7% | +7.2% |
| 30D | -1.0% | +26.3% | -27.3% | -2.2% |
| 3M | +4.6% | +49.7% | -45.1% | +2.7% |
| 6M | +0.5% | -61.1% | +61.6% | +4.5% |
| YTD | +22.7% | -56.0% | +78.8% | +24.2% |
| 1Y | +32.0% | -66.4% | +98.4% | +38.3% |
| All | +32.0% | -60.6% | +92.6% | +38.3% |
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