+151.6%
USO vs HTZ
-93.6%
+245.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.3% | -9.3% | -0.1% |
| 7D | -2.7% | -27.4% | +24.7% | -2.4% |
| 30D | -6.3% | -11.4% | +5.0% | -6.3% |
| 3M | +10.9% | -33.1% | +43.9% | +11.3% |
| 6M | +2.0% | -73.5% | +75.5% | +4.4% |
| YTD | +104.6% | -68.1% | +172.6% | +107.0% |
| 1Y | +94.5% | -74.3% | +168.8% | +98.6% |
| 3Y | +97.1% | -80.9% | +177.9% | +96.1% |
| 5Y | +151.6% | -93.8% | +245.4% | +178.4% |
| All | +151.6% | -93.6% | +245.3% | +178.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling