+181.3%
XLE vs ENTG
+786.9%
-605.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.6% |
| 7D | +0.3% | +8.9% | -8.6% | -1.3% |
| 30D | +8.5% | -0.8% | +9.3% | +8.3% |
| 3M | +14.6% | +6.6% | +8.1% | +10.0% |
| 6M | +17.6% | +22.1% | -4.5% | +7.7% |
| YTD | +48.1% | +70.2% | -22.1% | +24.2% |
| 1Y | +53.8% | +76.7% | -22.9% | +26.2% |
| 3Y | +56.2% | +50.5% | +5.7% | +25.3% |
| 5Y | +227.7% | +21.8% | +205.9% | +158.5% |
| 10Y | +181.3% | +811.7% | -630.4% | +17.9% |
| All | +181.3% | +786.9% | -605.6% | +17.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling