+639.7%
CEG vs ENTG
+9.3%
+630.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | +6.7% | +8.9% | -2.3% | +4.2% |
| 30D | +11.0% | -7.2% | +18.2% | +12.9% |
| 3M | +19.5% | +6.4% | +13.1% | +14.0% |
| 6M | -5.9% | +25.7% | -31.5% | -15.5% |
| YTD | -15.0% | +67.9% | -82.8% | -31.0% |
| 1Y | +0.6% | +72.4% | -71.7% | -19.6% |
| 3Y | +180.6% | +48.4% | +132.2% | +128.4% |
| All | +639.7% | +9.3% | +630.3% | +500.1% |
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