+23.3%
LHX vs HTZ
-85.9%
+109.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.7% |
| 7D | -2.0% | +7.5% | -9.4% | -2.2% |
| 30D | -9.9% | +47.4% | -57.4% | -11.5% |
| 3M | -16.5% | -54.9% | +38.4% | -14.8% |
| 6M | -29.6% | -47.0% | +17.4% | -28.8% |
| YTD | -11.6% | -55.3% | +43.7% | -10.1% |
| 1Y | -4.1% | -57.6% | +53.6% | -2.7% |
| 3Y | +53.3% | -86.6% | +139.9% | +63.5% |
| All | +23.3% | -85.9% | +109.2% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling