+217.2%
CVX vs ENTG
+778.5%
-561.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | +0.2% |
| 7D | +0.7% | +5.1% | -4.4% | -0.2% |
| 30D | +9.1% | -8.5% | +17.7% | +10.4% |
| 3M | +13.1% | +6.7% | +6.4% | +8.7% |
| 6M | +16.3% | +17.7% | -1.5% | +7.8% |
| YTD | +43.5% | +63.5% | -20.0% | +22.7% |
| 1Y | +40.2% | +73.6% | -33.4% | +16.8% |
| 3Y | +44.2% | +44.6% | -0.3% | +18.1% |
| 5Y | +170.6% | +16.1% | +154.5% | +118.1% |
| All | +217.2% | +778.5% | -561.3% | +49.6% |
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