+97.6%
OXY vs HTZ
-90.1%
+187.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.4% |
| 7D | -0.5% | -2.5% | +2.0% | -0.3% |
| 30D | +8.5% | -3.7% | +12.2% | +8.3% |
| 3M | +6.0% | -57.0% | +63.0% | +10.7% |
| 6M | +13.0% | -47.0% | +59.9% | +14.4% |
| YTD | +48.9% | -57.5% | +106.4% | +53.3% |
| 1Y | +36.4% | -63.5% | +99.9% | +40.8% |
| 3Y | -2.3% | -86.3% | +84.1% | +9.8% |
| 5Y | +160.6% | -86.8% | +247.4% | +183.7% |
| All | +97.6% | -90.1% | +187.6% | +122.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling