+248.3%
XOM vs HTZ
-85.9%
+334.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | +1.8% | +7.5% | -5.7% | +1.4% |
| 30D | +5.9% | +47.4% | -41.6% | +3.2% |
| 3M | +5.6% | -54.9% | +60.5% | +8.8% |
| 6M | +7.9% | -47.0% | +54.9% | +9.2% |
| YTD | +35.2% | -55.3% | +90.4% | +38.1% |
| 1Y | +46.0% | -57.6% | +103.6% | +48.4% |
| 3Y | +55.0% | -86.6% | +141.6% | +67.1% |
| All | +248.3% | -85.9% | +334.2% | +281.6% |
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