+78.7%
XOM vs HTZ
-81.9%
+160.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.1% | +7.9% | +2.0% |
| 7D | +2.7% | -14.0% | +16.7% | +3.1% |
| 30D | -2.5% | -19.8% | +17.3% | -2.0% |
| 3M | +7.0% | -45.0% | +52.0% | +8.6% |
| 6M | +14.2% | -73.2% | +87.4% | +18.3% |
| YTD | +43.9% | -70.0% | +114.0% | +47.5% |
| 1Y | +47.9% | -75.7% | +123.6% | +53.0% |
| All | +78.7% | -81.9% | +160.6% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling