+24.0%
CVS vs HTZ
-92.6%
+116.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.7% |
| 7D | -3.7% | -16.4% | +12.7% | -3.5% |
| 30D | -0.3% | -15.1% | +14.8% | -0.2% |
| 3M | -10.3% | -28.2% | +17.9% | -10.0% |
| 6M | -4.6% | -73.1% | +68.5% | -1.7% |
| YTD | +10.7% | -68.3% | +79.0% | +13.1% |
| 1Y | +11.2% | -75.2% | +86.5% | +14.4% |
| 3Y | +43.0% | -81.1% | +124.2% | +45.5% |
| 5Y | +8.6% | -95.0% | +103.6% | +15.4% |
| All | +24.0% | -92.6% | +116.6% | +31.7% |
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