+10.8%
USO vs HTZ
-73.5%
+84.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.4% | +8.5% | -0.2% |
| 7D | -12.1% | -14.6% | +2.5% | -12.7% |
| 30D | +3.1% | -20.8% | +23.9% | +2.3% |
| 3M | +24.9% | -18.8% | +43.7% | +24.2% |
| 6M | +10.8% | -74.7% | +85.5% | +2.0% |
| All | +10.8% | -73.5% | +84.3% | +2.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling