+361.0%
ORLY vs ENTG
+797.5%
-436.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.1% |
| 7D | -2.4% | +1.2% | -3.5% | -2.5% |
| 30D | -6.8% | -12.9% | +6.1% | -5.4% |
| 3M | -4.8% | -3.1% | -1.7% | -5.7% |
| 6M | -9.1% | +21.0% | -30.1% | -13.5% |
| YTD | -5.9% | +67.0% | -72.9% | -14.9% |
| 1Y | -20.4% | +68.6% | -89.0% | -28.8% |
| 3Y | +36.6% | +48.6% | -12.1% | +18.5% |
| 5Y | +117.3% | +18.6% | +98.7% | +88.0% |
| All | +361.0% | +797.5% | -436.5% | +173.5% |
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