-93.4%
HTZ vs CPB
-36.8%
-56.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -20.8% |
| 7D | -7.7% | +11.6% | -19.3% | -8.1% |
| 30D | -13.1% | +23.3% | -36.4% | -13.5% |
| 3M | +14.7% | +1.6% | +13.1% | +14.8% |
| 6M | -70.6% | +13.9% | -84.6% | -70.9% |
| YTD | -65.2% | -11.7% | -53.5% | -64.5% |
| 1Y | -73.2% | -18.2% | -55.0% | -72.4% |
| 3Y | -80.8% | -35.2% | -45.6% | -79.5% |
| 5Y | -94.8% | -30.5% | -64.3% | -94.3% |
| All | -93.4% | -36.8% | -56.6% | -93.1% |
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