+2,335.9%
RCL vs ENTG
+1,384.4%
+951.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.3% | -12.7% | -5.3% |
| 7D | +0.6% | +7.9% | -7.3% | -2.7% |
| 30D | +19.4% | -3.6% | +23.0% | +18.8% |
| 3M | +9.8% | +2.7% | +7.0% | +5.7% |
| 6M | +28.6% | +3.6% | +25.1% | +19.3% |
| YTD | +22.2% | +83.6% | -61.4% | -9.1% |
| 1Y | +29.7% | +84.9% | -55.1% | -4.2% |
| 3Y | +265.3% | +63.2% | +202.1% | +166.0% |
| 5Y | +301.8% | +4.9% | +296.8% | +230.4% |
| 10Y | +360.5% | +799.3% | -438.8% | +82.3% |
| All | +2,335.9% | +1,384.4% | +951.5% | +419.4% |
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 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