-86.4%
HTZ vs XPO
+265.7%
-352.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.5% | -3.2% | -0.7% |
| 7D | +7.5% | +2.4% | +5.1% | +6.3% |
| 30D | +47.4% | -3.5% | +51.0% | +49.8% |
| 3M | -54.9% | -11.9% | -43.0% | -52.5% |
| 6M | -47.0% | -10.0% | -37.0% | -44.8% |
| YTD | -55.3% | +42.1% | -97.3% | -62.1% |
| 1Y | -57.6% | +47.6% | -105.2% | -65.0% |
| 3Y | -86.6% | +153.6% | -240.2% | -92.0% |
| All | -86.4% | +265.7% | -352.1% | -93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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