+192.8%
USO vs HTZ
-91.9%
+284.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -20.8% | +22.7% | +2.3% |
| 7D | -11.9% | -7.7% | -4.1% | -11.9% |
| 30D | +2.3% | -13.1% | +15.4% | +2.4% |
| 3M | +29.0% | +14.7% | +14.3% | +27.8% |
| 6M | +2.8% | -70.6% | +73.4% | +5.5% |
| YTD | +114.3% | -65.2% | +179.5% | +117.3% |
| 1Y | +108.7% | -73.2% | +181.8% | +114.0% |
| 3Y | +98.0% | -80.8% | +178.8% | +98.6% |
| 5Y | +162.1% | -94.8% | +256.9% | +187.9% |
| All | +192.8% | -91.9% | +284.7% | +208.4% |
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 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