+3,038.3%
CLS vs ENTG
+786.9%
+2,251.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.4% |
| 7D | +20.1% | +8.9% | +11.2% | +15.1% |
| 30D | +6.0% | -0.8% | +6.9% | +6.5% |
| 3M | -10.3% | +6.6% | -16.8% | -15.0% |
| 6M | +24.5% | +22.1% | +2.4% | +11.1% |
| YTD | +12.9% | +70.2% | -57.3% | -15.5% |
| 1Y | +36.7% | +76.7% | -40.0% | -0.9% |
| 3Y | +1,328.1% | +50.5% | +1,277.6% | +1,009.0% |
| 5Y | +3,682.3% | +21.8% | +3,660.5% | +2,884.4% |
| 10Y | +3,038.3% | +811.7% | +2,226.6% | +1,138.6% |
| All | +3,038.3% | +786.9% | +2,251.4% | +1,138.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling