+87.3%
OXY vs HTZ
-92.5%
+179.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.3% | -8.7% | 0.0% |
| 7D | -0.2% | -27.4% | +27.3% | +1.7% |
| 30D | -6.4% | -11.4% | +5.0% | -6.1% |
| 3M | -2.6% | -33.1% | +30.4% | -0.9% |
| 6M | +4.8% | -73.5% | +78.3% | +12.4% |
| YTD | +41.2% | -68.1% | +109.2% | +47.2% |
| 1Y | +39.5% | -74.3% | +113.8% | +48.1% |
| 3Y | -0.8% | -80.9% | +80.1% | +1.7% |
| 5Y | +91.6% | -93.8% | +185.4% | +127.8% |
| All | +87.3% | -92.5% | +179.9% | +113.2% |
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