+155.1%
XOP vs HTZ
-85.9%
+241.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -0.9% |
| 7D | +2.6% | +7.5% | -4.9% | +2.0% |
| 30D | +15.4% | +47.4% | -32.0% | +10.9% |
| 3M | +12.1% | -54.9% | +67.0% | +17.5% |
| 6M | +19.7% | -47.0% | +66.7% | +21.7% |
| YTD | +52.4% | -55.3% | +107.6% | +57.3% |
| 1Y | +47.6% | -57.6% | +105.2% | +50.9% |
| 3Y | +34.4% | -86.6% | +121.0% | +55.7% |
| All | +155.1% | -85.9% | +241.0% | +202.8% |
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