-30.3%
LULU vs HTZ
-60.6%
+30.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +9.2% | -4.4% | +4.2% |
| 7D | +6.5% | +18.9% | -12.4% | +5.4% |
| 30D | +20.3% | +26.3% | -5.9% | +18.6% |
| 3M | -8.9% | +49.7% | -58.6% | -11.8% |
| 6M | -13.1% | -61.1% | +48.0% | -8.3% |
| YTD | -46.1% | -56.0% | +10.0% | -44.1% |
| 1Y | -30.3% | -66.4% | +36.2% | -22.9% |
| All | -30.3% | -60.6% | +30.4% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling