+143.2%
CVX vs HTZ
-89.5%
+232.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.4% |
| 7D | +3.3% | +7.5% | -4.1% | +3.0% |
| 30D | +12.9% | +47.4% | -34.6% | +10.0% |
| 3M | +11.7% | -54.9% | +66.6% | +15.3% |
| 6M | +14.1% | -47.0% | +61.2% | +15.7% |
| YTD | +40.7% | -55.3% | +95.9% | +43.9% |
| 1Y | +37.5% | -57.6% | +95.1% | +39.9% |
| 3Y | +43.9% | -86.6% | +130.5% | +55.7% |
| 5Y | +161.5% | -86.1% | +247.6% | +174.3% |
| All | +143.2% | -89.5% | +232.8% | +162.6% |
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