+274.2%
RCL vs HTZ
-82.6%
+356.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -8.4% | +9.8% | +1.9% |
| 7D | +6.5% | -14.6% | +21.1% | +7.4% |
| 30D | +15.9% | -20.8% | +36.7% | +17.3% |
| 3M | +2.7% | -18.8% | +21.5% | +3.4% |
| 6M | +15.2% | -74.7% | +89.9% | +23.4% |
| YTD | +19.2% | -68.1% | +87.3% | +25.3% |
| 1Y | +31.6% | -73.5% | +105.1% | +39.4% |
| 3Y | +274.2% | -81.8% | +356.0% | +309.3% |
| All | +274.2% | -82.6% | +356.8% | +309.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling