-73.2%
HTZ vs CPB
-17.5%
-55.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -20.7% |
| 7D | -7.7% | +11.6% | -19.3% | -6.0% |
| 30D | -13.1% | +23.3% | -36.4% | -9.2% |
| 3M | +14.7% | +1.6% | +13.1% | +15.0% |
| 6M | -70.6% | +13.9% | -84.6% | -69.5% |
| YTD | -65.2% | -11.7% | -53.5% | -63.2% |
| 1Y | -73.2% | -18.2% | -55.0% | -71.2% |
| All | -73.2% | -17.5% | -55.6% | -71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling