+46.7%
CVX vs HTZ
-76.0%
+122.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.1% | +7.5% | +1.3% |
| 7D | +1.6% | -14.0% | +15.6% | +1.3% |
| 30D | -0.6% | -19.8% | +19.2% | -0.9% |
| 3M | +11.0% | -45.0% | +56.0% | +10.2% |
| 6M | +18.4% | -73.2% | +91.7% | +17.0% |
| YTD | +45.9% | -70.0% | +116.0% | +45.3% |
| 1Y | +46.7% | -75.7% | +122.4% | +46.1% |
| All | +46.7% | -76.0% | +122.7% | +46.1% |
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