+112.3%
ORLY vs HTZ
-95.4%
+207.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.4% | +6.6% | -1.4% |
| 7D | +2.0% | -14.6% | +16.6% | +2.6% |
| 30D | +6.2% | -20.8% | +27.0% | +7.1% |
| 3M | -3.7% | -18.8% | +15.1% | -3.4% |
| 6M | -5.2% | -74.7% | +69.5% | -0.7% |
| YTD | -1.4% | -68.1% | +66.6% | +1.6% |
| 1Y | -5.4% | -73.5% | +68.1% | -1.7% |
| 3Y | +41.0% | -81.8% | +122.8% | +46.0% |
| All | +112.3% | -95.4% | +207.7% | +142.3% |
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