+103.2%
CB vs ENTG
-10.4%
+113.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -1.8% |
| 7D | +0.2% | -17.1% | +17.4% | +0.5% |
| 30D | +9.1% | -23.0% | +32.1% | +9.5% |
| 3M | +3.4% | -10.2% | +13.6% | +3.4% |
| 6M | +14.1% | -17.8% | +31.9% | +14.0% |
| YTD | +18.0% | +52.4% | -34.4% | +13.3% |
| 1Y | +30.1% | +49.8% | -19.7% | +24.9% |
| 3Y | +71.8% | +42.1% | +29.6% | +59.9% |
| All | +103.2% | -10.4% | +113.6% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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