+39.8%
XOP vs HTZ
-75.3%
+115.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | -0.4% |
| 7D | -14.7% | -14.6% | -0.1% | -14.9% |
| 30D | -7.7% | -20.8% | +13.1% | -8.0% |
| 3M | +4.4% | -18.8% | +23.2% | +4.2% |
| 6M | +3.5% | -74.7% | +78.2% | +1.1% |
| YTD | +39.4% | -68.1% | +107.5% | +34.8% |
| 1Y | +39.8% | -73.5% | +113.3% | +38.0% |
| All | +39.8% | -75.3% | +115.1% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling