+16.2%
ENTG vs CVE
+317.2%
-301.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +6.6% |
| 7D | +2.8% | +2.5% | +0.3% | +1.9% |
| 30D | -4.7% | +16.7% | -21.4% | -9.6% |
| 3M | -0.7% | +9.3% | -10.0% | -4.4% |
| 6M | +7.7% | +43.6% | -35.9% | -7.6% |
| YTD | +65.1% | +93.6% | -28.5% | +26.1% |
| 1Y | +74.8% | +98.8% | -24.0% | +32.0% |
| 3Y | +36.9% | +73.6% | -36.7% | +3.4% |
| All | +16.2% | +317.2% | -301.0% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 5y: compounded portfolio wealth divided by compounded CVE 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…
5y analysis · Full analysis span regression · 6 months rolling