+44.6%
OKE vs HTZ
-60.6%
+105.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +9.2% | -12.8% | -3.4% |
| 7D | -5.2% | +18.9% | -24.2% | -4.8% |
| 30D | +1.1% | +26.3% | -25.1% | +1.8% |
| 3M | +2.2% | +49.7% | -47.5% | +3.4% |
| 6M | 0.0% | -61.1% | +61.1% | -0.3% |
| YTD | +26.5% | -56.0% | +82.6% | +26.0% |
| 1Y | +44.6% | -66.4% | +111.0% | +45.5% |
| All | +44.6% | -60.6% | +105.2% | +45.5% |
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