+238.8%
RCL vs ENTG
+18.8%
+220.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.9% |
| 7D | -0.5% | +8.9% | -9.4% | -3.8% |
| 30D | -17.3% | -7.2% | -10.1% | -15.5% |
| 3M | -2.8% | +6.4% | -9.2% | -9.4% |
| 6M | -4.4% | +25.7% | -30.1% | -18.1% |
| YTD | -4.2% | +67.9% | -72.0% | -29.0% |
| 1Y | -23.4% | +72.4% | -95.7% | -45.4% |
| 3Y | +179.4% | +48.4% | +131.0% | +95.3% |
| 5Y | +238.8% | +20.1% | +218.7% | +161.5% |
| All | +238.8% | +18.8% | +220.0% | +161.5% |
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 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