+6.4%
OXY vs ENTG
+797.5%
-791.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | 0.0% |
| 7D | +2.8% | +1.2% | +1.7% | +2.5% |
| 30D | +5.5% | -12.9% | +18.3% | +8.5% |
| 3M | +11.3% | -3.1% | +14.4% | +8.4% |
| 6M | +11.6% | +21.0% | -9.4% | -0.7% |
| YTD | +51.6% | +67.0% | -15.4% | +20.7% |
| 1Y | +36.2% | +68.6% | -32.4% | +6.4% |
| 3Y | +1.7% | +48.6% | -46.9% | -23.4% |
| 5Y | +164.5% | +18.6% | +145.9% | +95.9% |
| All | +6.4% | +797.5% | -791.1% | -57.2% |
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 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