+1,247.6%
CVX vs ENTG
+1,318.8%
-71.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.4% | +2.2% |
| 7D | +3.4% | +15.2% | -11.8% | +1.1% |
| 30D | -1.0% | -3.6% | +2.7% | -1.1% |
| 3M | +12.2% | -10.0% | +22.1% | +12.7% |
| 6M | +20.3% | +1.8% | +18.6% | +16.0% |
| YTD | +48.3% | +75.5% | -27.2% | +29.1% |
| 1Y | +46.9% | +82.4% | -35.5% | +26.7% |
| 3Y | +73.1% | +58.5% | +14.6% | +47.2% |
| 5Y | +135.2% | +0.4% | +134.9% | +106.6% |
| 10Y | +214.4% | +759.6% | -545.2% | +92.5% |
| All | +1,247.6% | +1,318.8% | -71.3% | +504.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling