+26.1%
LYB vs HTZ
-66.2%
+92.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.1% | -0.1% |
| 7D | -3.1% | -10.4% | +7.3% | -3.0% |
| 30D | +4.0% | -2.4% | +6.4% | +4.0% |
| 3M | +2.4% | -60.9% | +63.3% | +3.3% |
| 6M | -1.4% | -50.2% | +48.8% | -2.7% |
| YTD | +53.9% | -59.7% | +113.7% | +54.8% |
| All | +26.1% | -66.2% | +92.2% | +28.0% |
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