+126.1%
CVX vs HTZ
-94.3%
+220.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.0% | +8.2% | +0.6% |
| 7D | -6.2% | -27.5% | +21.3% | -5.0% |
| 30D | -0.4% | -21.9% | +21.5% | +0.5% |
| 3M | +9.3% | -29.2% | +38.6% | +10.4% |
| 6M | +18.4% | -75.2% | +93.6% | +25.4% |
| YTD | +42.5% | -70.8% | +113.3% | +48.1% |
| 1Y | +41.0% | -76.1% | +117.2% | +48.5% |
| 3Y | +67.5% | -82.5% | +150.0% | +72.6% |
| 5Y | +126.1% | -94.1% | +220.2% | +160.9% |
| All | +126.1% | -94.3% | +220.4% | +160.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling