+144.0%
OKE vs HTZ
-87.1%
+231.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.2% | +2.4% |
| 7D | +1.9% | -2.5% | +4.4% | +2.0% |
| 30D | +12.8% | -3.7% | +16.6% | +12.7% |
| 3M | +11.9% | -57.0% | +68.9% | +16.1% |
| 6M | +14.9% | -47.0% | +61.8% | +16.4% |
| YTD | +37.7% | -57.5% | +95.2% | +41.5% |
| 1Y | +44.1% | -63.5% | +107.5% | +48.4% |
| 3Y | +75.3% | -86.3% | +161.6% | +96.8% |
| 5Y | +144.0% | -86.8% | +230.8% | +187.3% |
| All | +144.0% | -87.1% | +231.2% | +187.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling