+163.2%
OXY vs ENTG
+15.6%
+147.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.2% | +0.7% |
| 7D | +1.4% | +5.1% | -3.8% | +0.7% |
| 30D | +4.0% | -8.5% | +12.6% | +5.0% |
| 3M | +7.6% | +6.7% | +0.9% | +4.3% |
| 6M | +16.2% | +17.7% | -1.5% | +8.8% |
| YTD | +50.8% | +63.5% | -12.7% | +31.1% |
| 1Y | +34.7% | +73.6% | -38.9% | +14.5% |
| 3Y | -1.0% | +44.6% | -45.6% | -16.9% |
| 5Y | +163.2% | +16.1% | +147.1% | +120.4% |
| All | +163.2% | +15.6% | +147.6% | +120.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling