+99.0%
USO vs HTZ
-76.0%
+175.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.9% |
| 7D | -9.1% | -16.4% | +7.4% | -10.0% |
| 30D | -3.7% | -15.1% | +11.4% | -4.5% |
| 3M | +20.9% | -28.2% | +49.1% | +19.3% |
| 6M | +6.8% | -73.1% | +79.8% | -2.0% |
| YTD | +106.3% | -68.3% | +174.6% | +98.4% |
| All | +99.0% | -76.0% | +175.0% | +88.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling