+18.3%
CVS vs HTZ
-77.9%
+96.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -8.0% | +12.4% | +4.2% |
| 7D | -2.6% | -27.5% | +24.9% | -3.1% |
| 30D | +4.0% | -21.9% | +25.9% | +3.5% |
| 3M | -6.3% | -29.2% | +23.0% | -6.7% |
| 6M | -0.4% | -75.2% | +74.8% | +3.9% |
| YTD | +15.6% | -70.8% | +86.4% | +17.8% |
| 1Y | +18.3% | -76.1% | +94.4% | +24.0% |
| All | +18.3% | -77.9% | +96.2% | +24.0% |
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