+1,178.4%
CVX vs ENTG
+1,234.5%
-56.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.4% | -2.2% |
| 7D | +3.3% | +2.8% | +0.5% | +2.8% |
| 30D | +12.9% | -4.7% | +17.6% | +13.2% |
| 3M | +11.7% | -0.7% | +12.4% | +9.3% |
| 6M | +14.1% | +7.7% | +6.4% | +9.0% |
| YTD | +40.7% | +65.1% | -24.4% | +24.7% |
| 1Y | +37.5% | +74.8% | -37.3% | +19.7% |
| 3Y | +43.9% | +36.9% | +7.0% | +26.0% |
| 5Y | +161.5% | +16.1% | +145.3% | +125.5% |
| 10Y | +215.1% | +740.3% | -525.2% | +95.2% |
| All | +1,178.4% | +1,234.5% | -56.1% | +484.2% |
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