-91.6%
HTZ vs CPB
-37.2%
-54.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.9% | +3.3% | +8.9% |
| 7D | +18.9% | +13.0% | +6.0% | +18.5% |
| 30D | +26.3% | +20.5% | +5.7% | +25.7% |
| 3M | +49.7% | +2.2% | +47.5% | +49.7% |
| 6M | -61.1% | +15.4% | -76.5% | -61.5% |
| YTD | -56.0% | -12.3% | -43.7% | -55.1% |
| 1Y | -66.4% | -18.0% | -48.4% | -65.4% |
| 3Y | -75.8% | -35.7% | -40.1% | -74.1% |
| 5Y | -93.1% | -31.4% | -61.6% | -92.5% |
| All | -91.6% | -37.2% | -54.4% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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