+180.4%
USO vs HTZ
-89.5%
+270.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | +9.5% | +7.5% | +2.0% | +9.2% |
| 30D | +23.6% | +47.4% | -23.9% | +22.0% |
| 3M | +3.8% | -54.9% | +58.7% | +5.7% |
| 6M | +55.0% | -47.0% | +102.1% | +55.7% |
| YTD | +105.3% | -55.3% | +160.5% | +107.4% |
| 1Y | +91.4% | -57.6% | +149.0% | +92.7% |
| 3Y | +84.6% | -86.6% | +171.2% | +94.8% |
| 5Y | +191.7% | -86.1% | +277.9% | +195.6% |
| All | +180.4% | -89.5% | +270.0% | +194.4% |
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