-40.9%
LULU vs HTZ
-66.5%
+25.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.9% | -2.8% |
| 7D | -20.4% | -9.7% | -10.7% | -20.2% |
| 30D | -22.9% | -16.3% | -6.5% | -22.6% |
| 3M | -18.5% | -58.8% | +40.3% | -16.7% |
| 6M | -41.8% | -48.9% | +7.1% | -40.6% |
| YTD | -53.4% | -60.1% | +6.7% | -52.0% |
| 1Y | -40.9% | -65.0% | +24.1% | -38.3% |
| All | -40.9% | -66.5% | +25.6% | -38.3% |
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