+101.0%
CB vs ENTG
+15.6%
+85.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -2.1% |
| 7D | +0.5% | +2.8% | -2.3% | +0.4% |
| 30D | -3.1% | -4.7% | +1.6% | -3.0% |
| 3M | +9.0% | -0.7% | +9.7% | +8.3% |
| 6M | +2.9% | +7.7% | -4.9% | +1.5% |
| YTD | +10.1% | +65.1% | -55.0% | +5.6% |
| 1Y | +22.8% | +74.8% | -52.0% | +16.8% |
| 3Y | +73.8% | +36.9% | +36.9% | +63.7% |
| All | +101.0% | +15.6% | +85.4% | +88.3% |
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