+37.0%
ORLY vs HTZ
-87.2%
+124.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.5% | +0.3% |
| 7D | -1.0% | -10.4% | +9.4% | -0.8% |
| 30D | -6.7% | -2.4% | -4.3% | -6.7% |
| 3M | -3.8% | -60.9% | +57.1% | -2.4% |
| 6M | -9.0% | -50.2% | +41.2% | -8.2% |
| YTD | -5.6% | -59.7% | +54.1% | -4.5% |
| 1Y | -19.5% | -66.0% | +46.5% | -18.4% |
| All | +37.0% | -87.2% | +124.1% | +42.8% |
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