+1,815.9%
RCL vs ENTG
+1,234.5%
+581.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -2.3% |
| 7D | -5.1% | +2.8% | -7.9% | -6.1% |
| 30D | -19.0% | -4.7% | -14.3% | -18.2% |
| 3M | -9.6% | -0.7% | -8.8% | -12.8% |
| 6M | -6.7% | +7.7% | -14.4% | -13.4% |
| YTD | -3.9% | +65.1% | -69.0% | -24.1% |
| 1Y | -25.1% | +74.8% | -99.9% | -43.1% |
| 3Y | +179.1% | +36.9% | +142.2% | +120.7% |
| 5Y | +243.3% | +16.1% | +227.2% | +178.1% |
| 10Y | +325.8% | +740.3% | -414.6% | +76.4% |
| All | +1,815.9% | +1,234.5% | +581.4% | +333.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling