-1.7%
XLC vs HTZ
-75.7%
+74.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.6% | +1.1% |
| 7D | +3.7% | -8.5% | +12.3% | +3.9% |
| 30D | -1.9% | -18.9% | +17.0% | -1.5% |
| 3M | -3.1% | -36.0% | +32.9% | -2.5% |
| 6M | -6.4% | -74.6% | +68.2% | -3.4% |
| YTD | -6.8% | -70.8% | +64.0% | -4.6% |
| 1Y | -1.7% | -75.3% | +73.6% | +2.3% |
| All | -1.7% | -75.7% | +74.0% | +2.3% |
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