+29.7%
XOP vs HTZ
-82.6%
+112.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | +0.1% |
| 7D | -14.7% | -14.6% | -0.1% | -14.3% |
| 30D | -7.7% | -20.8% | +13.1% | -7.1% |
| 3M | +4.4% | -18.8% | +23.2% | +4.6% |
| 6M | +3.5% | -74.7% | +78.2% | +9.1% |
| YTD | +39.4% | -68.1% | +107.5% | +43.4% |
| 1Y | +39.8% | -73.5% | +113.3% | +45.4% |
| 3Y | +29.7% | -81.8% | +111.5% | +32.0% |
| All | +29.7% | -82.6% | +112.2% | +32.0% |
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 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