+40.6%
OKE vs HTZ
-65.3%
+105.9%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.3% | +3.5% | -1.9% |
| 7D | -0.2% | -10.4% | +10.2% | -0.5% |
| 30D | +6.1% | -2.4% | +8.4% | +6.2% |
| 3M | +10.4% | -60.9% | +71.3% | +9.1% |
| 6M | +14.2% | -50.2% | +64.4% | +13.5% |
| YTD | +35.3% | -59.7% | +95.1% | +33.8% |
| 1Y | +40.6% | -66.0% | +106.6% | +38.7% |
| All | +40.6% | -65.3% | +105.9% | +38.7% |
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