+264.7%
XOM vs ENTG
+15.6%
+249.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.8% |
| 7D | +1.9% | +5.1% | -3.3% | +1.5% |
| 30D | +4.1% | -8.5% | +12.6% | +4.5% |
| 3M | +10.4% | +6.7% | +3.7% | +8.6% |
| 6M | +13.0% | +17.7% | -4.7% | +9.3% |
| YTD | +40.1% | +63.5% | -23.4% | +30.2% |
| 1Y | +51.1% | +73.6% | -22.5% | +38.9% |
| 3Y | +57.7% | +44.6% | +13.2% | +42.9% |
| 5Y | +264.7% | +16.1% | +248.6% | +232.0% |
| All | +264.7% | +15.6% | +249.2% | +232.0% |
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