+47.6%
CVS vs HTZ
-82.4%
+129.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.5% |
| 7D | +6.6% | -8.5% | +15.1% | +6.6% |
| 30D | -0.4% | -18.9% | +18.5% | -0.4% |
| 3M | -5.3% | -36.0% | +30.8% | -5.0% |
| 6M | -7.7% | -74.6% | +66.9% | -5.9% |
| YTD | +16.0% | -70.8% | +86.9% | +17.7% |
| 1Y | +16.2% | -75.3% | +91.5% | +18.2% |
| 3Y | +47.6% | -81.6% | +129.1% | +50.8% |
| All | +47.6% | -82.4% | +129.9% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling