+217.5%
RCL vs HTZ
-89.5%
+307.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.3% |
| 7D | -5.1% | +7.5% | -12.6% | -6.0% |
| 30D | -19.0% | +47.4% | -66.4% | -24.2% |
| 3M | -9.6% | -54.9% | +45.3% | -2.7% |
| 6M | -6.7% | -47.0% | +40.3% | -2.9% |
| YTD | -3.9% | -55.3% | +51.3% | +2.3% |
| 1Y | -25.1% | -57.6% | +32.6% | -21.4% |
| 3Y | +179.1% | -86.6% | +265.7% | +268.0% |
| 5Y | +243.3% | -86.1% | +329.4% | +352.4% |
| All | +217.5% | -89.5% | +307.0% | +332.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling