+57.5%
OKE vs HTZ
-82.6%
+140.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.0% | +9.6% | +1.8% |
| 7D | -5.0% | -27.5% | +22.6% | -4.4% |
| 30D | -1.6% | -21.9% | +20.3% | -1.2% |
| 3M | -2.2% | -29.2% | +27.0% | -1.8% |
| 6M | +5.0% | -75.2% | +80.2% | +8.2% |
| YTD | +24.8% | -70.8% | +95.6% | +27.3% |
| 1Y | +35.1% | -76.1% | +111.2% | +38.8% |
| 3Y | +57.5% | -82.5% | +140.0% | +62.2% |
| All | +57.5% | -82.6% | +140.1% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling