-50.3%
CCI vs ENTG
+21.6%
-71.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.1% |
| 7D | -0.3% | +8.9% | -9.2% | -0.7% |
| 30D | +2.1% | -0.8% | +3.0% | +2.1% |
| 3M | -17.8% | +6.6% | -24.4% | -18.9% |
| 6M | -14.2% | +22.1% | -36.3% | -16.8% |
| YTD | -13.3% | +70.2% | -83.5% | -18.8% |
| 1Y | -16.6% | +76.7% | -93.3% | -22.5% |
| 3Y | -10.8% | +50.5% | -61.3% | -19.2% |
| 5Y | -50.3% | +21.8% | -72.1% | -55.8% |
| All | -50.3% | +21.6% | -71.9% | -55.8% |
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