+85.0%
OKE vs HTZ
-94.4%
+179.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.1% |
| 7D | +5.4% | -8.5% | +13.9% | +5.8% |
| 30D | -1.3% | -18.9% | +17.6% | -0.6% |
| 3M | -2.0% | -36.0% | +34.0% | -0.2% |
| 6M | +3.4% | -74.6% | +78.0% | +10.1% |
| YTD | +28.2% | -70.8% | +99.0% | +33.8% |
| 1Y | +35.7% | -75.3% | +111.0% | +43.2% |
| 3Y | +61.0% | -81.6% | +142.6% | +66.9% |
| All | +85.0% | -94.4% | +179.4% | +129.1% |
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