+0.7%
OXY vs HTZ
-82.4%
+83.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +0.7% |
| 7D | +4.2% | -8.5% | +12.7% | +4.4% |
| 30D | -4.3% | -18.9% | +14.6% | -4.0% |
| 3M | +2.3% | -36.0% | +38.3% | +3.3% |
| 6M | +5.5% | -74.6% | +80.1% | +9.3% |
| YTD | +44.9% | -70.8% | +115.7% | +47.9% |
| 1Y | +42.6% | -75.3% | +117.9% | +46.7% |
| 3Y | +0.7% | -81.6% | +82.3% | -0.7% |
| All | +0.7% | -82.4% | +83.1% | -0.7% |
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