+59.7%
XOM vs ENTG
+42.3%
+17.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.7% |
| 7D | +1.9% | +5.1% | -3.3% | +1.8% |
| 30D | +4.1% | -8.5% | +12.6% | +4.2% |
| 3M | +10.4% | +6.7% | +3.7% | +9.4% |
| 6M | +13.0% | +17.7% | -4.7% | +10.5% |
| YTD | +40.1% | +63.5% | -23.4% | +32.7% |
| 1Y | +51.1% | +73.6% | -22.5% | +41.9% |
| All | +59.7% | +42.3% | +17.4% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling