+127.0%
ORLY vs HTZ
-85.9%
+212.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.5% |
| 7D | -0.7% | +7.5% | -8.2% | -1.0% |
| 30D | -5.9% | +47.4% | -53.4% | -7.8% |
| 3M | -0.6% | -54.9% | +54.3% | +1.7% |
| 6M | -6.8% | -47.0% | +40.2% | -5.6% |
| YTD | -3.6% | -55.3% | +51.6% | -1.8% |
| 1Y | -16.3% | -57.6% | +41.3% | -15.0% |
| 3Y | +39.1% | -86.6% | +125.8% | +51.2% |
| All | +127.0% | -85.9% | +212.9% | +146.4% |
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