+45.2%
CVX vs ENTG
+46.2%
-0.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | -0.6% | +8.9% | -9.5% | -0.9% |
| 30D | +13.4% | -7.2% | +20.7% | +13.7% |
| 3M | +11.8% | +6.4% | +5.4% | +10.3% |
| 6M | +12.4% | +25.7% | -13.2% | +8.1% |
| YTD | +41.5% | +67.9% | -26.4% | +30.3% |
| 1Y | +41.6% | +72.4% | -30.8% | +28.9% |
| All | +45.2% | +46.2% | -0.9% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling