+95.6%
OXY vs HTZ
-89.5%
+185.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.0% |
| 7D | +1.6% | +7.5% | -5.9% | +1.1% |
| 30D | +11.6% | +47.4% | -35.9% | +7.8% |
| 3M | +2.8% | -54.9% | +57.7% | +7.0% |
| 6M | +13.0% | -47.0% | +60.1% | +14.6% |
| YTD | +47.4% | -55.3% | +102.6% | +51.2% |
| 1Y | +31.5% | -57.6% | +89.1% | +33.8% |
| 3Y | -1.9% | -86.6% | +84.7% | +11.3% |
| 5Y | +148.0% | -86.1% | +234.1% | +169.2% |
| All | +95.6% | -89.5% | +185.1% | +119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling